Wealth Enhancement Advisory Services’s First Trust California Municipal High income ETF FCAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Sell |
5,376
-1,285
| -19% | -$61.6K | ﹤0.01% | 2747 |
|
|
2025
Q1 | $323K | Sell |
6,661
-216
| -3% | -$10.5K | ﹤0.01% | 2368 |
|
|
2024
Q4 | $340K | Buy |
6,877
+271
| +4% | +$13.4K | ﹤0.01% | 2255 |
|
|
2024
Q3 | $331K | Buy |
6,606
+1,783
| +37% | +$89.5K | ﹤0.01% | 2084 |
|
|
2024
Q2 | $239K | Buy |
4,823
+37
| +0.8% | +$1.83K | ﹤0.01% | 2145 |
|
|
2024
Q1 | $238K | Buy |
4,786
+588
| +14% | +$29.2K | ﹤0.01% | 2080 |
|
|
2023
Q4 | $210K | Buy |
+4,198
| New | +$210K | ﹤0.01% | 2064 |
|