Golden State Wealth Management, LLC
Position in FCAL — First Trust California Municipal High income ETF
CIK 1776033
SANTA ANA, CA
Position in FCAL
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$893,464
-$70,044 QoQ
Shares Held
18,275
-6.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FCAL Over Time
Shares Held
Position Value (USD)
All Filings in FCAL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $893,464 | 18,275 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $963,508 | 19,541 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $837,283 | 17,168 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $344,808 | 7,188 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $280,998 | 5,789 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $212,685 | 4,308 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||