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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return