Comprehensive Financial Consultants Institutional’s First Trust Capital Strength ETF FTCS Stock Holding History

Comprehensive Financial Consultants Institutional’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
2024 Q2	–	Sell	-17,103	Closed	-$1.46M	–	160
2024 Q1	$1.46M	Sell	17,103 -4,070	-19%	-$336K	0.61%	64
2023 Q4	$1.69M	Sell	21,173 -14,987	-41%	-$1.14M	0.79%	47
2023 Q3	$2.66M	Sell	36,160 -4,977	-12%	-$377K	1.4%	20
2023 Q2	$3.11M	Sell	41,137 -1,049	-2%	-$76.8K	1.64%	8
2023 Q1	$3.08M	Buy	+42,186	New	+$3.11M	1.74%	7
2022 Q4	–	Sell	-45,489	Closed	-$3.13M	–	165
2022 Q3	$3.13M	Buy	+45,489	New	+$3.27M	2.07%	3
2022 Q1	–	Sell	-49,910	Closed	-$3.8M	–	269
2021 Q4	$3.8M	Buy	+49,910	New	+$4.01M	2.44%	2

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's FTCS Position: Q2 2024 in Review

Comprehensive Financial Consultants Institutional sold out of First Trust Capital Strength ETF (FTCS) in Q2 2024, closing a stake of 17,103 shares — an estimated $1.46M sold.

Comprehensive Financial Consultants Institutional first reported a position in FTCS in Q4 2021 and held it in 7 quarters. The position peaked at $3.8M in Q4 2021. 471 funds tracked by Wall St. Rank hold FTCS as of Q2 2024.

Comprehensive Financial Consultants Institutional reported no remaining First Trust Capital Strength ETF position as of Q2 2024 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 17,103 First Trust Capital Strength ETF shares in Q2 2024, an estimated $1.46M.
Comprehensive Financial Consultants Institutional first reported a position in First Trust Capital Strength ETF in Q4 2021 and held it in 7 quarters.
Comprehensive Financial Consultants Institutional's First Trust Capital Strength ETF position peaked at $3.8M in Q4 2021.
471 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2024.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2024, filed 17 Jul 2024.