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

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Towerpoint Wealth Sacramento, California $288M AUM 24.14% 1-Year Est. Return

Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return