Choate Investment Advisors’s First Trust Capital Strength ETF FTCS Stock Holding History

Choate Investment 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 Q3	–	Sell	-405	Closed	-$31K	–	317
2021 Q2	$31K	Hold	405	–	–	﹤0.01%	305
2021 Q1	$29K	Hold	405	–	–	﹤0.01%	282
2020 Q4	$27K	Hold	405	–	–	﹤0.01%	271
2020 Q3	$26K	Buy	+405	New	+$25.3K	﹤0.01%	269

Other funds holding FTCS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Choate Investment Advisors's FTCS Position: Q3 2021 in Review

Choate Investment Advisors sold out of First Trust Capital Strength ETF (FTCS) in Q3 2021, closing a stake of 405 shares — an estimated $31K sold.

Choate Investment Advisors first reported a position in FTCS in Q3 2020 and held it in 4 quarters. The position peaked at $31K in Q2 2021. 307 funds tracked by Wall St. Rank hold FTCS as of Q3 2021.

Choate Investment Advisors reported no remaining First Trust Capital Strength ETF position as of Q3 2021 after selling out during the quarter.
Choate Investment Advisors sold 405 First Trust Capital Strength ETF shares in Q3 2021, an estimated $31K.
Choate Investment Advisors first reported a position in First Trust Capital Strength ETF in Q3 2020 and held it in 4 quarters.
Choate Investment Advisors's First Trust Capital Strength ETF position peaked at $31K in Q2 2021.
307 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q3 2021.

Based on Choate Investment Advisors's 13F filing for Q3 2021, filed 4 Nov 2021.