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

Crewe 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 Q4	–	Sell	-110	Closed	-$8.1K	–	528
2023 Q3	$8.1K	Hold	110	–	–	﹤0.01%	262
2023 Q2	$8.26K	Hold	110	–	–	﹤0.01%	424
2023 Q1	$8.02K	Sell	110 -2,000	-95%	-$147K	﹤0.01%	581
2022 Q4	$158K	Hold	2,110	–	–	0.03%	179
2022 Q3	$140K	Hold	2,110	–	–	0.03%	184
2022 Q2	$148K	Hold	2,110	–	–	0.03%	169
2022 Q1	$165K	Hold	2,110	–	–	0.03%	126
2021 Q4	$178K	Hold	2,110	–	–	0.04%	92
2021 Q3	$158K	Hold	2,110	–	–	0.04%	84
2021 Q2	$159K	Hold	2,110	–	–	0.04%	84
2021 Q1	$149K	Buy	2,110 +2,000	+1,818%	+$136K	0.04%	75
2020 Q4	$7K	Buy	+110	New	+$7.19K	﹤0.01%	307

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

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

Crewe Advisors's FTCS Position: Q4 2023 in Review

Crewe Advisors sold out of First Trust Capital Strength ETF (FTCS) in Q4 2023, closing a stake of 110 shares — an estimated $8.1K sold.

Crewe Advisors first reported a position in FTCS in Q4 2020 and held it in 12 quarters. The position peaked at $178K in Q4 2021. 463 funds tracked by Wall St. Rank hold FTCS as of Q4 2023.

Crewe Advisors reported no remaining First Trust Capital Strength ETF position as of Q4 2023 after selling out during the quarter.
Crewe Advisors sold 110 First Trust Capital Strength ETF shares in Q4 2023, an estimated $8.1K.
Crewe Advisors first reported a position in First Trust Capital Strength ETF in Q4 2020 and held it in 12 quarters.
Crewe Advisors's First Trust Capital Strength ETF position peaked at $178K in Q4 2021.
463 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q4 2023.

Based on Crewe Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.