KINGSWOOD WEALTH ADVISORS, LLC
Position in FCAL — First Trust California Municipal High Income ETF
CIK 1987855
SAN DIEGO, CA
All Filings in FCAL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $216,240 | 4,423 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $273,111 | 5,539 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $253,067 | 5,189 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $346,439 | 7,222 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $350,555 | 7,222 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $356,550 | 7,222 | Shares | Sole | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||