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Concord Wealth Partners’s First Trust Capital Strength ETF FTCS Stock Holding History

Concord Wealth Partners’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
Q1 		– Sell
-150
Closed -$11.2K – 1080
2022
Q4 		$11.2K Buy
+150
New +$11.1K ﹤0.01% 622

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RJFSA
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RJA
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Bank of America
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Concord Wealth Partners's FTCS Position: Q1 2023 in Review

Concord Wealth Partners sold out of First Trust Capital Strength ETF (FTCS) in Q1 2023, closing a stake of 150 shares — an estimated $11.2K sold.

Concord Wealth Partners first reported a position in FTCS in Q4 2022 and held it in 1 quarter. The position peaked at $11.2K in Q4 2022. 402 funds tracked by Wall St. Rank hold FTCS as of Q1 2023.

  • Concord Wealth Partners reported no remaining First Trust Capital Strength ETF position as of Q1 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 150 First Trust Capital Strength ETF shares in Q1 2023, an estimated $11.2K.
  • Concord Wealth Partners first reported a position in First Trust Capital Strength ETF in Q4 2022 and held it in 1 quarter.
  • Concord Wealth Partners's First Trust Capital Strength ETF position peaked at $11.2K in Q4 2022.
  • 402 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.