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

BDO 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
2022 Q4	–	Sell	-62	Closed	-$4K	–	1039
2022 Q3	$4K	Hold	62	–	–	﹤0.01%	844
2022 Q2	$4K	Hold	62	–	–	﹤0.01%	813
2022 Q1	$5K	Hold	62	–	–	﹤0.01%	817
2021 Q4	$5K	Hold	62	–	–	﹤0.01%	823
2021 Q3	$5K	Hold	62	–	–	﹤0.01%	821
2021 Q2	$5K	Hold	62	–	–	﹤0.01%	854
2021 Q1	$4K	Hold	62	–	–	﹤0.01%	880
2020 Q4	$4K	Buy	+62	New	+$4.05K	﹤0.01%	662

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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

BDO Wealth Advisors's FTCS Position: Q4 2022 in Review

BDO Wealth Advisors sold out of First Trust Capital Strength ETF (FTCS) in Q4 2022, closing a stake of 62 shares — an estimated $4K sold.

BDO Wealth Advisors first reported a position in FTCS in Q4 2020 and held it in 8 quarters. The position peaked at $5K in Q1 2022. 403 funds tracked by Wall St. Rank hold FTCS as of Q4 2022.

BDO Wealth Advisors reported no remaining First Trust Capital Strength ETF position as of Q4 2022 after selling out during the quarter.
BDO Wealth Advisors sold 62 First Trust Capital Strength ETF shares in Q4 2022, an estimated $4K.
BDO Wealth Advisors first reported a position in First Trust Capital Strength ETF in Q4 2020 and held it in 8 quarters.
BDO Wealth Advisors's First Trust Capital Strength ETF position peaked at $5K in Q1 2022.
403 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q4 2022.

Based on BDO Wealth Advisors's 13F filing for Q4 2022, filed 27 Jan 2023.