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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
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CBB
Citizens Business Bank Ontario, California $664M AUM 33.78% 1-Year Est. Return
WIM
Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
EC
Elequin Capital New York $3.36B AUM 11.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WESPAC Advisors SoCal's FCAL Position: Q2 2026 in Review

WESPAC Advisors SoCal reduced its First Trust California Municipal High income ETF (FCAL) stake by 49% in Q2 2026, selling an estimated $355K and leaving 7,605 shares worth $378K. The position accounts for 0.07% of the portfolio, ranked #102.

WESPAC Advisors SoCal first reported a position in FCAL in Q3 2025 and has held it in 4 quarters since. The position peaked at $910K in Q4 2025. 87 funds tracked by Wall St. Rank hold FCAL as of Q2 2026.

  • WESPAC Advisors SoCal held 7,605 shares of First Trust California Municipal High income ETF worth $378K as of Q2 2026.
  • WESPAC Advisors SoCal sold 7,196 First Trust California Municipal High income ETF shares in Q2 2026, an estimated $355K.
  • First Trust California Municipal High income ETF made up 0.07% of WESPAC Advisors SoCal's portfolio in Q2 2026, its #102 holding.
  • WESPAC Advisors SoCal first reported a position in First Trust California Municipal High income ETF in Q3 2025 and has held it in 4 quarters since.
  • WESPAC Advisors SoCal's First Trust California Municipal High income ETF position peaked at $910K in Q4 2025.
  • 87 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.