New Insight Wealth Advisors
Position in FCAL — First Trust California Municipal High income ETF
CIK 2022328
SAN RAMON, CA
Position in FCAL
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$1,035,099
+$139,586 QoQ
Shares Held
21,172
+16.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.06%
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 | $1,035,099 | 21,172 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $895,513 | 18,162 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $637,521 | 13,072 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $727,321 | 15,162 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,466,005 | 30,202 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,338,025 | 27,102 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,273,317 | 25,375 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,150,498 | 23,233 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $974,281 | 19,623 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $603,661 | 12,095 | Shares | Sole | 2024-05-08 | |
| No filing history on record for this holder in this stock. | ||||||