Certified Advisory Corp’s First Trust Capital Strength ETF FTCS Stock Holding History

Certified Advisory Corp’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 Q2	–	Sell	-5,025	Closed	-$367K	–	268
2023 Q1	$367K	Buy	5,025 +6	+0.1%	+$442	0.07%	179
2022 Q4	$376K	Buy	5,019 +6	+0.1%	+$443	0.07%	175
2022 Q3	$333K	Buy	5,013 +6	+0.1%	+$431	0.08%	172
2022 Q2	$350K	Sell	5,007 -248	-5%	-$18.2K	0.08%	163
2022 Q1	$411K	Buy	5,255 +4	+0.1%	+$311	0.09%	160
2021 Q4	$444K	Buy	5,251 +6	+0.1%	+$481	0.1%	163
2021 Q3	$392K	Buy	5,245 +4	+0.1%	+$312	0.1%	166
2021 Q2	$396K	Buy	5,241 +5	+0.1%	+$372	0.1%	162
2021 Q1	$371K	Buy	+5,236	New	+$356K	0.1%	155
2020 Q2	$305K	Buy	5,223 +254	+5%	+$14.2K	0.1%	152
2020 Q1	$247K	Buy	4,969 +1,955	+65%	+$113K	0.1%	153
2019 Q4	$182K	Buy	+3,014	New	+$176K	0.06%	190

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

Bank of America

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

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

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

Cetera Investment Advisers

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

Commonwealth Equity Services

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