Bartlett & Co Wealth Management’s First Trust Capital Strength ETF FTCS Stock Holding History

Bartlett & Co Wealth Management’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
2023 Q3	–	Sell	-59	Closed	-$4.43K	–	1188
2023 Q2	$4.43K	Sell	59 -143	-71%	-$10.5K	﹤0.01%	1000
2023 Q1	$14.7K	Hold	202	–	–	﹤0.01%	764
2022 Q4	$15.1K	Hold	202	–	–	﹤0.01%	769
2022 Q3	$13.4K	Hold	202	–	–	﹤0.01%	773
2022 Q2	$14.1K	Hold	202	–	–	﹤0.01%	799
2022 Q1	$15.8K	Buy	+202	New	+$15.7K	﹤0.01%	763
2021 Q4	–	Sell	-59	Closed	-$4.41K	–	569
2021 Q3	$4.41K	Hold	59	–	–	﹤0.01%	781
2021 Q2	$4.46K	Hold	59	–	–	﹤0.01%	773
2021 Q1	$4.18K	Hold	59	–	–	﹤0.01%	807
2020 Q4	$3.98K	Buy	+59	New	+$3.86K	﹤0.01%	825
2020 Q3	–	Sell	-116	Closed	-$6.78K	–	854
2020 Q2	$6.78K	Buy	+116	New	+$6.48K	﹤0.01%	709

Other funds holding FTCS

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return