Blue Zone Wealth Advisors, LLC
Position in FCAL — First Trust California Municipal High income ETF
CIK 1803106
LOS ANGELES, CA
Position in FCAL
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$391,120
-$151,257 QoQ
Shares Held
8,000
-27.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $391,120 | 8,000 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $542,377 | 11,000 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $682,780 | 14,000 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,141,014 | 23,786 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $717,760 | 14,787 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $730,034 | 14,787 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $742,011 | 14,787 | Shares | Sole | 2024-10-07 | |
| No filing history on record for this holder in this stock. | ||||||