Autumn Glory Partners’s First Trust Capital Strength ETF FTCS Stock Holding History

Autumn Glory Partners’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
2024 Q4	–	Sell	-2,374	Closed	-$216K	–	189
2024 Q3	$216K	Buy	+2,374	New	+$208K	0.08%	192
2024 Q2	–	Sell	-2,374	Closed	-$203K	–	175
2024 Q1	$203K	Buy	+2,374	New	+$196K	0.1%	164
2023 Q2	–	Sell	-3,777	Closed	-$275K	–	149
2023 Q1	$275K	Buy	+3,777	New	+$279K	0.24%	97

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Autumn Glory Partners's FTCS Position: Q4 2024 in Review

Autumn Glory Partners sold out of First Trust Capital Strength ETF (FTCS) in Q4 2024, closing a stake of 2,374 shares — an estimated $216K sold.

Autumn Glory Partners first reported a position in FTCS in Q1 2023 and held it in 3 quarters. The position peaked at $275K in Q1 2023. 539 funds tracked by Wall St. Rank hold FTCS as of Q4 2024.

Autumn Glory Partners reported no remaining First Trust Capital Strength ETF position as of Q4 2024 after selling out during the quarter.
Autumn Glory Partners sold 2,374 First Trust Capital Strength ETF shares in Q4 2024, an estimated $216K.
Autumn Glory Partners first reported a position in First Trust Capital Strength ETF in Q1 2023 and held it in 3 quarters.
Autumn Glory Partners's First Trust Capital Strength ETF position peaked at $275K in Q1 2023.
539 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q4 2024.

Based on Autumn Glory Partners's 13F filing for Q4 2024, filed 30 Jan 2025.