Wealth Enhancement Advisory Services
FCAL icon

Wealth Enhancement Advisory Services’s First Trust California Municipal High income ETF FCAL Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio FCAL Stock Details FCAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$203K Sell
4,096
-1,103
-21% -$54.5K ﹤0.01% 3574
2026
Q1 		$255K Sell
5,199
-845
-14% -$41.9K ﹤0.01% 2928
2025
Q4 		$298K Buy
6,044
+389
+7% +$19.2K ﹤0.01% 2927
2025
Q3 		$277K Buy
5,655
+279
+5% +$13.4K ﹤0.01% 2867
2025
Q2 		$258K Sell
5,376
-1,285
-19% -$61.7K ﹤0.01% 2765
2025
Q1 		$323K Sell
6,661
-216
-3% -$10.6K ﹤0.01% 2386
2024
Q4 		$340K Buy
6,877
+271
+4% +$13.5K ﹤0.01% 2277
2024
Q3 		$331K Buy
6,606
+1,783
+37% +$89K ﹤0.01% 2103
2024
Q2 		$239K Buy
4,823
+37
+0.8% +$1.82K ﹤0.01% 2150
2024
Q1 		$238K Buy
4,786
+588
+14% +$29.2K ﹤0.01% 2080
2023
Q4 		$210K Buy
+4,198
New +$202K ﹤0.01% 2068

Other funds holding FCAL

MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $558M AUM 37.11% 1-Year Est. Return
TW
Towerpoint Wealth Sacramento, California $288M AUM 24.14% 1-Year Est. Return
BZWA
Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return