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

Burt 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
2021
Q1 		– Sell
-500
Closed -$34K – 190
2020
Q4 		$34K Hold
500
– – 0.01% 209
2020
Q3 		$32K Buy
+500
New +$31.2K 0.01% 209

Other funds holding FTCS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Burt Wealth Advisors's FTCS Position: Q1 2021 in Review

Burt Wealth Advisors sold out of First Trust Capital Strength ETF (FTCS) in Q1 2021, closing a stake of 500 shares — an estimated $34K sold.

Burt Wealth Advisors first reported a position in FTCS in Q3 2020 and held it in 2 quarters. The position peaked at $34K in Q4 2020. 291 funds tracked by Wall St. Rank hold FTCS as of Q1 2021.

  • Burt Wealth Advisors reported no remaining First Trust Capital Strength ETF position as of Q1 2021 after selling out during the quarter.
  • Burt Wealth Advisors sold 500 First Trust Capital Strength ETF shares in Q1 2021, an estimated $34K.
  • Burt Wealth Advisors first reported a position in First Trust Capital Strength ETF in Q3 2020 and held it in 2 quarters.
  • Burt Wealth Advisors's First Trust Capital Strength ETF position peaked at $34K in Q4 2020.
  • 291 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.