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

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IIA
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HWAM
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SEP
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SWM
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WAS
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TW
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BZWA
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HWA
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CWS
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