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Westside Investment Management’s First Trust California Municipal High income ETF FCAL Stock Holding History

Westside Investment Management’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 		$5.15M Sell
103,785
-2,100
-2% -$104K 0.68% 36
2026
Q1 		$5.18M Sell
105,885
-730
-0.7% -$36.2K 0.79% 31
2025
Q4 		$5.26M Sell
106,615
-3,830
-3% -$189K 0.84% 26
2025
Q3 		$5.39M Buy
110,445
+350
+0.3% +$16.8K 0.86% 26
2025
Q2 		$5.28M Buy
110,095
+7,060
+7% +$339K 0.98% 24
2025
Q1 		$5.01M Buy
103,035
+2,105
+2% +$104K 1.07% 21
2024
Q4 		$4.98M Buy
100,930
+10,100
+11% +$504K 1.05% 24
2024
Q3 		$4.55M Buy
90,830
+900
+1% +$44.9K 0.97% 24
2024
Q2 		$4.45M Buy
89,930
+4,080
+5% +$201K 1.02% 23
2024
Q1 		$4.26M Sell
85,850
-1,050
-1% -$52.2K 1.02% 23
2023
Q4 		$4.34M Buy
86,900
+2,480
+3% +$119K 1.11% 22
2023
Q3 		$3.99M Buy
84,420
+5,320
+7% +$258K 1.15% 22
2023
Q2 		$3.87M Buy
79,100
+1,000
+1% +$49.1K 1.09% 23
2023
Q1 		$3.84M Buy
78,100
+300
+0.4% +$14.7K 1.13% 20
2022
Q4 		$342K Buy
77,800
+60,400
+347% +$2.88M 0.84% 28
2022
Q3 		$328K Buy
+17,400
New +$849K 0.78% 30

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
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
CW
Channel Wealth Santa Barbara, California $446M AUM 18.1% 1-Year Est. Return

Westside Investment Management's FCAL Position: Q2 2026 in Review

Westside Investment Management reduced its First Trust California Municipal High income ETF (FCAL) stake by 2% in Q2 2026, selling an estimated $104K and leaving 103,785 shares worth $5.15M. The position accounts for 0.68% of the portfolio, ranked #36.

Westside Investment Management first reported a position in FCAL in Q3 2022 and has held it in 16 quarters since. The position peaked at $5.39M in Q3 2025. 87 funds tracked by Wall St. Rank hold FCAL as of Q2 2026.

  • Westside Investment Management held 103,785 shares of First Trust California Municipal High income ETF worth $5.15M as of Q2 2026.
  • Westside Investment Management sold 2,100 First Trust California Municipal High income ETF shares in Q2 2026, an estimated $104K.
  • First Trust California Municipal High income ETF made up 0.68% of Westside Investment Management's portfolio in Q2 2026, its #36 holding.
  • Westside Investment Management first reported a position in First Trust California Municipal High income ETF in Q3 2022 and has held it in 16 quarters since.
  • Westside Investment Management's First Trust California Municipal High income ETF position peaked at $5.39M in Q3 2025.
  • 87 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.