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Avestar Capital’s First Trust Capital Strength ETF FTCS Stock Holding History

Avestar Capital’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
-2,300
Closed -$209K – 530
2024
Q3 		$209K Buy
+2,300
New +$202K 0.02% 438

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Morgan Stanley
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Avestar Capital's FTCS Position: Q4 2024 in Review

Avestar Capital sold out of First Trust Capital Strength ETF (FTCS) in Q4 2024, closing a stake of 2,300 shares — an estimated $209K sold.

Avestar Capital first reported a position in FTCS in Q3 2024 and held it in 1 quarter. The position peaked at $209K in Q3 2024. 539 funds tracked by Wall St. Rank hold FTCS as of Q4 2024.

  • Avestar Capital reported no remaining First Trust Capital Strength ETF position as of Q4 2024 after selling out during the quarter.
  • Avestar Capital sold 2,300 First Trust Capital Strength ETF shares in Q4 2024, an estimated $209K.
  • Avestar Capital first reported a position in First Trust Capital Strength ETF in Q3 2024 and held it in 1 quarter.
  • Avestar Capital's First Trust Capital Strength ETF position peaked at $209K in Q3 2024.
  • 539 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q4 2024.

Based on Avestar Capital's 13F filing for Q4 2024, filed 29 Jan 2025.