Westside Investment Management, Inc.
Position in FCAL — First Trust California Municipal High income ETF
CIK 1538383
SANTA MONICA, CA
Position in FCAL
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$5,176,717
-$80,148 QoQ
Shares Held
105,885
-0.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.41%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FCAL Over Time
Shares Held
Position Value (USD)
All Filings in FCAL
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,176,717 | 105,885 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $5,256,865 | 106,615 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $5,386,402 | 110,445 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $5,281,257 | 110,095 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $5,001,318 | 103,035 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $4,982,914 | 100,930 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $4,557,849 | 90,830 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $4,453,333 | 89,930 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $4,262,452 | 85,850 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $4,337,179 | 86,900 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $3,988,000 | 84,420 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $3,875,109 | 79,100 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $3,844,863 | 78,100 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $341,806 | 77,800 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $814,668 | 17,400 | Shares | Sole | 2022-11-09 | |
| No filing history on record for this holder in this stock. | ||||||