Acima Private Wealth’s First Trust Capital Strength ETF FTCS Stock Holding History

Acima Private Wealth’s Portfolio FTCS Stock Details FTCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-450	Closed	-$35K	–	238
2022 Q1	$35K	Hold	450	–	–	0.02%	181
2021 Q4	$38K	Hold	450	–	–	0.02%	181
2021 Q3	$34K	Hold	450	–	–	0.02%	173
2021 Q2	$34K	Hold	450	–	–	0.02%	168
2021 Q1	$32K	Hold	450	–	–	0.02%	172
2020 Q4	$30K	Buy	+450	New	+$29.4K	0.02%	174

Other funds holding FTCS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Acima Private Wealth's FTCS Position: Q2 2022 in Review

Acima Private Wealth sold out of First Trust Capital Strength ETF (FTCS) in Q2 2022, closing a stake of 450 shares — an estimated $35K sold.

Acima Private Wealth first reported a position in FTCS in Q4 2020 and held it in 6 quarters. The position peaked at $38K in Q4 2021. 361 funds tracked by Wall St. Rank hold FTCS as of Q2 2022.

Acima Private Wealth reported no remaining First Trust Capital Strength ETF position as of Q2 2022 after selling out during the quarter.
Acima Private Wealth sold 450 First Trust Capital Strength ETF shares in Q2 2022, an estimated $35K.
Acima Private Wealth first reported a position in First Trust Capital Strength ETF in Q4 2020 and held it in 6 quarters.
Acima Private Wealth's First Trust Capital Strength ETF position peaked at $38K in Q4 2021.
361 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2022.

Based on Acima Private Wealth's 13F filing for Q2 2022, filed 29 Feb 2024.