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Weaver Consulting Group’s First Trust California Municipal High income ETF FCAL Stock Holding History

Weaver Consulting Group’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
2020
Q4 		– Sell
-141
Closed -$7K – 390
2020
Q3 		$7K Buy
+141
New +$7.46K ﹤0.01% 623

Other funds holding FCAL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TW
Towerpoint Wealth Sacramento, California $289M AUM 24.14% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Weaver Consulting Group's FCAL Position: Q4 2020 in Review

Weaver Consulting Group sold out of First Trust California Municipal High income ETF (FCAL) in Q4 2020, closing a stake of 141 shares — an estimated $7K sold.

Weaver Consulting Group first reported a position in FCAL in Q3 2020 and held it in 1 quarter. The position peaked at $7K in Q3 2020. 31 funds tracked by Wall St. Rank hold FCAL as of Q4 2020.

  • Weaver Consulting Group reported no remaining First Trust California Municipal High income ETF position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 141 First Trust California Municipal High income ETF shares in Q4 2020, an estimated $7K.
  • Weaver Consulting Group first reported a position in First Trust California Municipal High income ETF in Q3 2020 and held it in 1 quarter.
  • Weaver Consulting Group's First Trust California Municipal High income ETF position peaked at $7K in Q3 2020.
  • 31 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.