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
Q3 		$273K Buy
5,928
+1,832
+45% +$88.6K ﹤0.01% 3447
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

IP
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CL
CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return
FF
Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return
TW
Towerpoint Wealth Sacramento, California $284M AUM 15.44% 1-Year Est. Return
AF
ASL Financial Los Gatos, California $146M AUM 15.7% 1-Year Est. Return
TWM
TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return

Wealth Enhancement Advisory Services's FCAL Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its First Trust California Municipal High income ETF (FCAL) stake by 45% in Q3 2026, buying an estimated $88.6K and bringing the position to 5,928 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #3447.

Wealth Enhancement Advisory Services first reported a position in FCAL in Q4 2023 and has held it in 12 quarters since. The position peaked at $340K in Q4 2024. 11 funds tracked by Wall St. Rank hold FCAL as of Q3 2026.

  • Wealth Enhancement Advisory Services held 5,928 shares of First Trust California Municipal High income ETF worth $273K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 1,832 First Trust California Municipal High income ETF shares in Q3 2026, an estimated $88.6K.
  • First Trust California Municipal High income ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3447 holding.
  • Wealth Enhancement Advisory Services first reported a position in First Trust California Municipal High income ETF in Q4 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's First Trust California Municipal High income ETF position peaked at $340K in Q4 2024.
  • 11 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.