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WESPAC Advisors SoCal’s First Trust California Municipal High income ETF FCAL Stock Holding History

WESPAC Advisors SoCal’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 		$303K Sell
6,563
-1,042
-14% -$50.4K 0.05% 104
2026
Q2 		$378K Sell
7,605
-7,196
-49% -$355K 0.07% 102
2026
Q1 		$724K Sell
14,801
-3,659
-20% -$181K 0.15% 85
2025
Q4 		$910K Buy
18,460
+3,173
+21% +$156K 0.18% 79
2025
Q3 		$746K Buy
+15,287
New +$734K 0.15% 85

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TWM
TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return

WESPAC Advisors SoCal's FCAL Position: Q3 2026 in Review

WESPAC Advisors SoCal reduced its First Trust California Municipal High income ETF (FCAL) stake by 14% in Q3 2026, selling an estimated $50.4K and leaving 6,563 shares worth $303K. The position accounts for 0.05% of the portfolio, ranked #104.

WESPAC Advisors SoCal first reported a position in FCAL in Q3 2025 and has held it in 5 quarters since. The position peaked at $910K in Q4 2025. 11 funds tracked by Wall St. Rank hold FCAL as of Q3 2026.

  • WESPAC Advisors SoCal held 6,563 shares of First Trust California Municipal High income ETF worth $303K as of Q3 2026.
  • WESPAC Advisors SoCal sold 1,042 First Trust California Municipal High income ETF shares in Q3 2026, an estimated $50.4K.
  • First Trust California Municipal High income ETF made up 0.05% of WESPAC Advisors SoCal's portfolio in Q3 2026, its #104 holding.
  • WESPAC Advisors SoCal first reported a position in First Trust California Municipal High income ETF in Q3 2025 and has held it in 5 quarters since.
  • WESPAC Advisors SoCal's First Trust California Municipal High income ETF position peaked at $910K in Q4 2025.
  • 11 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q3 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q3 2026, filed 13 Oct 2026.