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

Clearview 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
2023 Q3	–	Sell	-119	Closed	-$8.96K	–	304
2023 Q2	$8.96K	Buy	119 +1	+0.8%	+$73	0.01%	379
2023 Q1	$8.67K	Hold	118	–	–	0.01%	384
2022 Q4	$8.88K	Buy	118 +1	+0.9%	+$74	0.01%	344
2022 Q3	$8K	Hold	117	–	–	0.01%	358
2022 Q2	$8K	Sell	117 -468	-80%	-$34.4K	0.01%	385
2022 Q1	$46K	Buy	585 +1	+0.2%	+$78	0.03%	205
2021 Q4	$49K	Hold	584	–	–	0.03%	229
2021 Q3	$44K	Buy	584 +1	+0.2%	+$78	0.03%	244
2021 Q2	$44K	Buy	583 +2	+0.3%	+$149	0.03%	250
2021 Q1	$41K	Buy	581 +2	+0.3%	+$136	0.03%	244
2020 Q4	$39K	Buy	+579	New	+$37.9K	0.03%	221

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Clearview Wealth Advisors's FTCS Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of First Trust Capital Strength ETF (FTCS) in Q3 2023, closing a stake of 119 shares — an estimated $8.96K sold.

Clearview Wealth Advisors first reported a position in FTCS in Q4 2020 and held it in 11 quarters. The position peaked at $49K in Q4 2021. 413 funds tracked by Wall St. Rank hold FTCS as of Q3 2023.

Clearview Wealth Advisors reported no remaining First Trust Capital Strength ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 119 First Trust Capital Strength ETF shares in Q3 2023, an estimated $8.96K.
Clearview Wealth Advisors first reported a position in First Trust Capital Strength ETF in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's First Trust Capital Strength ETF position peaked at $49K in Q4 2021.
413 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.