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

Coppell Advisory Solutions 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
2024
Q1 		$6.31M Buy
+73,637
New +$6.08M 1.19% 15
2023
Q1 		$4.24M Buy
58,679
+13,793
+31% +$1.02M 1.39% 12
2022
Q4 		$3.36M Buy
+44,886
New +$3.31M 1.14% 10

Other funds holding FTCS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Coppell Advisory Solutions Corp's FTCS Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in First Trust Capital Strength ETF (FTCS) in Q1 2024: 73,637 shares worth $6.31M. The stake represents 1.19% of the portfolio and ranks #15 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in FTCS as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in FTCS in Q4 2022 and has held it in 3 quarters since. 473 funds tracked by Wall St. Rank hold FTCS as of Q1 2024.

  • Coppell Advisory Solutions Corp held 73,637 shares of First Trust Capital Strength ETF worth $6.31M as of Q1 2024.
  • First Trust Capital Strength ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • First Trust Capital Strength ETF made up 1.19% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #15 holding.
  • Coppell Advisory Solutions Corp first reported a position in First Trust Capital Strength ETF in Q4 2022 and has held it in 3 quarters since.
  • 473 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.