Acorn Wealth Advisors’s First Trust Capital Strength ETF FTCS Stock Holding History

Acorn Wealth Advisors’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
2018 Q3	–	Sell	-392	Closed	-$20K	–	235
2018 Q2	$20K	Sell	392 -20	-5%	-$1.03K	0.02%	390
2018 Q1	$21K	Hold	412	–	–	0.02%	380
2017 Q4	$22K	Buy	+412	New	+$20.4K	0.02%	363

Other funds holding FTCS

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

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

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

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

RJA

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

RJFSA

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Acorn Wealth Advisors's FTCS Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of First Trust Capital Strength ETF (FTCS) in Q3 2018, closing a stake of 392 shares — an estimated $20K sold.

Acorn Wealth Advisors first reported a position in FTCS in Q4 2017 and held it in 3 quarters. The position peaked at $22K in Q4 2017. 90 funds tracked by Wall St. Rank hold FTCS as of Q3 2018.

Acorn Wealth Advisors reported no remaining First Trust Capital Strength ETF position as of Q3 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 392 First Trust Capital Strength ETF shares in Q3 2018, an estimated $20K.
Acorn Wealth Advisors first reported a position in First Trust Capital Strength ETF in Q4 2017 and held it in 3 quarters.
Acorn Wealth Advisors's First Trust Capital Strength ETF position peaked at $22K in Q4 2017.
90 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.