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Allen Capital Group’s First Trust Capital Strength ETF FTCS Stock Holding History

Allen Capital Group’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
Q4 		– Sell
-5,543
Closed -$368K – 79
2022
Q3 		$368K Hold
5,543
– – 0.08% 125
2022
Q2 		$388K Hold
5,543
– – 0.08% 119
2022
Q1 		$433K Buy
+5,543
New +$431K 0.08% 118

Other funds holding FTCS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allen Capital Group's FTCS Position: Q4 2022 in Review

Allen Capital Group sold out of First Trust Capital Strength ETF (FTCS) in Q4 2022, closing a stake of 5,543 shares — an estimated $368K sold.

Allen Capital Group first reported a position in FTCS in Q1 2022 and held it in 3 quarters. The position peaked at $433K in Q1 2022. 403 funds tracked by Wall St. Rank hold FTCS as of Q4 2022.

  • Allen Capital Group reported no remaining First Trust Capital Strength ETF position as of Q4 2022 after selling out during the quarter.
  • Allen Capital Group sold 5,543 First Trust Capital Strength ETF shares in Q4 2022, an estimated $368K.
  • Allen Capital Group first reported a position in First Trust Capital Strength ETF in Q1 2022 and held it in 3 quarters.
  • Allen Capital Group's First Trust Capital Strength ETF position peaked at $433K in Q1 2022.
  • 403 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q4 2022.

Based on Allen Capital Group's 13F filing for Q4 2022, filed 3 Feb 2023.