Cypress Wealth Services, LLC
Position in FCAL — First Trust California Municipal High income ETF
CIK 1721527
PALM DESERT, CA
Position in FCAL
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$216,484
-$23 QoQ
Shares Held
4,428
+0.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $216,484 | 4,428 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $216,507 | 4,391 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $212,393 | 4,355 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $207,182 | 4,319 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $207,896 | 4,283 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $209,822 | 4,250 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $213,265 | 4,250 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $210,460 | 4,250 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $211,012 | 4,250 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $212,117 | 4,250 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||