Crumly & Associates’s First Trust Capital Strength ETF FTCS Stock Holding History

Crumly & Associates’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
2022 Q3	–	Sell	-27,266	Closed	-$1.91M	–	105
2022 Q2	$1.91M	Sell	27,266 -28,312	-51%	-$2.08M	0.79%	27
2022 Q1	$4.35M	Sell	55,578 -10,599	-16%	-$824K	1.63%	22
2021 Q4	$5.19M	Sell	66,177 -37,262	-36%	-$2.99M	2.05%	16
2021 Q3	$7.74M	Buy	103,439 +1,246	+1%	+$97.1K	3.6%	9
2021 Q2	$7.72M	Buy	102,193 +2,383	+2%	+$177K	3.74%	7
2021 Q1	$7.07M	Sell	99,810 -11,707	-10%	-$796K	4.13%	6
2020 Q4	$7.52M	Buy	+111,517	New	+$7.29M	5.28%	3
2020 Q1	–	Sell	-3,512	Closed	-$212K	–	51
2019 Q4	$212K	Buy	+3,512	New	+$205K	0.22%	50

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

Crumly & Associates's FTCS Position: Q3 2022 in Review

Crumly & Associates sold out of First Trust Capital Strength ETF (FTCS) in Q3 2022, closing a stake of 27,266 shares — an estimated $1.91M sold.

Crumly & Associates first reported a position in FTCS in Q4 2019 and held it in 8 quarters. The position peaked at $7.74M in Q3 2021. 359 funds tracked by Wall St. Rank hold FTCS as of Q3 2022.

Crumly & Associates reported no remaining First Trust Capital Strength ETF position as of Q3 2022 after selling out during the quarter.
Crumly & Associates sold 27,266 First Trust Capital Strength ETF shares in Q3 2022, an estimated $1.91M.
Crumly & Associates first reported a position in First Trust Capital Strength ETF in Q4 2019 and held it in 8 quarters.
Crumly & Associates's First Trust Capital Strength ETF position peaked at $7.74M in Q3 2021.
359 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q3 2022.

Based on Crumly & Associates's 13F filing for Q3 2022, filed 25 Oct 2022.