WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in FCAL — First Trust California Municipal High income ETF
CIK 1632972
PLYMOUTH, MN
Position in FCAL
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$254,179
-$43,832 QoQ
Shares Held
5,199
-14.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in FCAL Over Time
Shares Held
Position Value (USD)
All Filings in FCAL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $254,179 | 5,199 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $298,011 | 6,044 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $275,794 | 5,655 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $257,886 | 5,376 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $323,324 | 6,661 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $339,517 | 6,877 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $331,489 | 6,606 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $238,834 | 4,823 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $237,624 | 4,786 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $209,522 | 4,198 | Shares | Sole | 2024-01-30 | |
| No filing history on record for this holder in this stock. | ||||||