Towerpoint Wealth, LLC

Position in FCAL — First Trust California Municipal High income ETF

CIK 1731445 SACRAMENTO, CA

Position in FCAL

as of Mar 31, 2026 · filed Apr 8, 2026 Compact

Position Value

$339,785

-$9,160 QoQ

Shares Held

6,950

-1.8% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.57%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$339,785	6,950	-1.8%	Shares	Sole	2026-04-08
2025-12-31	$348,945	7,077	-1.4%	Shares	Sole	2026-01-15
2025-09-30	$350,119	7,179	-4.9%	Shares	Sole	2025-10-08
2025-06-30	$361,981	7,546	-8.2%	Shares	Sole	2025-07-09
2025-03-31	$398,804	8,216	0.0%	Shares	Sole	2025-04-09
2024-12-31	$405,623	8,216	-4.9%	Shares	Sole	2025-01-15
2024-09-30	$433,605	8,641	-0.2%	Shares	Sole	2024-10-09
2024-06-30	$428,892	8,661	0.0%	Shares	Sole	2024-07-12
2024-03-31	$430,018	8,661	+37.3%	Shares	Sole	2024-04-16
2023-12-31	$314,832	6,308	-4.0%	Shares	Sole	2024-01-23
2023-09-30	$310,366	6,570	-3.6%	Shares	Sole	2023-10-11
2023-06-30	$333,866	6,815	+28.5%	Shares	Sole	2023-07-20
2023-03-31	$261,165	5,305	-94.9%	Shares	Sole	2023-05-15
2022-12-31	$4,993,364	103,190	-2.2%	Shares	Sole	2023-02-10
2022-09-30	$4,940,961	105,531	-3.3%	Shares	Sole	2022-11-14
2022-06-30	$5,281,630	109,181	-0.2%	Shares	Sole	2022-08-08
2022-03-31	$5,575,509	109,431	-0.3%	Shares	Sole	2022-05-16
2021-12-31	$6,008,863	109,781	+0.4%	Shares	Sole	2022-02-04
2021-09-30	$5,963,671	109,377	+1.0%	Shares	Sole	2021-11-12
2021-06-30	$5,960,896	108,252	-0.6%	Shares	Sole	2021-07-27
2021-03-31	$5,874,055	108,920	+2.0%	Shares	Sole	2021-05-10
2020-12-31	$5,776,641	106,785	+3.2%	Shares	Sole	2021-02-10
2020-09-30	$5,465,338	103,520	+4.5%	Shares	Sole	2020-11-13
2020-06-30	$5,171,219	99,075	+0.1%	Shares	Sole	2020-08-07
2020-03-31	$5,058,612	98,975	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.