BWM
FTCS icon

Birchcreek Wealth Management’s First Trust Capital Strength ETF FTCS Stock Holding History

Birchcreek 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
Q1 		– Sell
-5,462
Closed -$409K – 133
2022
Q4 		$409K Buy
5,462
+1,316
+32% +$97.1K 0.36% 70
2022
Q3 		$275K Buy
+4,146
New +$298K 0.25% 90

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Birchcreek Wealth Management's FTCS Position: Q1 2023 in Review

Birchcreek Wealth Management sold out of First Trust Capital Strength ETF (FTCS) in Q1 2023, closing a stake of 5,462 shares — an estimated $409K sold.

Birchcreek Wealth Management first reported a position in FTCS in Q3 2022 and held it in 2 quarters. The position peaked at $409K in Q4 2022. 402 funds tracked by Wall St. Rank hold FTCS as of Q1 2023.

  • Birchcreek Wealth Management reported no remaining First Trust Capital Strength ETF position as of Q1 2023 after selling out during the quarter.
  • Birchcreek Wealth Management sold 5,462 First Trust Capital Strength ETF shares in Q1 2023, an estimated $409K.
  • Birchcreek Wealth Management first reported a position in First Trust Capital Strength ETF in Q3 2022 and held it in 2 quarters.
  • Birchcreek Wealth Management's First Trust Capital Strength ETF position peaked at $409K in Q4 2022.
  • 402 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q1 2023.

Based on Birchcreek Wealth Management's 13F filing for Q1 2023, filed 2 May 2023.