TWIN PEAKS WEALTH ADVISORS, LLC
Position in FCAL — First Trust California Municipal High income ETF
CIK 2006218
BURLINGAME, CA
Position in FCAL
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$170,821
-$63,128 QoQ
Shares Held
3,494
-27.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $170,821 | 3,494 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $233,949 | 4,797 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $230,112 | 4,797 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $728,197 | 15,002 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $989,374 | 20,040 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $684,405 | 13,639 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $641,729 | 12,959 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $400,725 | 8,071 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $670,540 | 13,435 | Shares | Sole | 2024-01-17 | |
| No filing history on record for this holder in this stock. | ||||||