WIM
Westside Investment Management’s First Trust California Municipal High income ETF FCAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.28M | Buy |
110,095
+7,060
| +7% | +$339K | 0.98% | 24 |
|
|
2025
Q1 | $5.01M | Buy |
103,035
+2,105
| +2% | +$102K | 1.07% | 21 |
|
|
2024
Q4 | $4.98M | Buy |
100,930
+10,100
| +11% | +$499K | 1.05% | 24 |
|
|
2024
Q3 | $4.55M | Buy |
90,830
+900
| +1% | +$45.1K | 0.97% | 24 |
|
|
2024
Q2 | $4.45M | Buy |
89,930
+4,080
| +5% | +$202K | 1.02% | 23 |
|
|
2024
Q1 | $4.26M | Sell |
85,850
-1,050
| -1% | -$52.1K | 1.02% | 23 |
|
|
2023
Q4 | $4.34M | Buy |
86,900
+2,480
| +3% | +$124K | 1.11% | 22 |
|
|
2023
Q3 | $3.99M | Buy |
84,420
+5,320
| +7% | +$251K | 1.15% | 22 |
|
|
2023
Q2 | $3.87M | Buy |
79,100
+1,000
| +1% | +$49K | 1.09% | 23 |
|
|
2023
Q1 | $3.84M | Buy |
78,100
+300
| +0.4% | +$14.8K | 1.13% | 20 |
|
|
2022
Q4 | $342K | Buy |
77,800
+60,400
| +347% | +$265K | 0.84% | 28 |
|
|
2022
Q3 | $328K | Buy |
+17,400
| New | +$328K | 0.78% | 30 |
|