Elevated Capital Advisors’s First Trust BICK Index Fund BICK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-7,847
Closed -$214K 186
2023
Q2
$214K Buy
+7,847
New +$205K 0.07% 173
2019
Q1
$864K Buy
+40,719
New +$1.1M 0.57% 52

Elevated Capital Advisors's BICK Position: Q3 2023 in Review

Elevated Capital Advisors sold out of First Trust BICK Index Fund (BICK) in Q3 2023, closing a stake of 7,847 shares — an estimated $214K sold.

Elevated Capital Advisors first reported a position in BICK in Q1 2019 and held it in 2 quarters. The position peaked at $864K in Q1 2019. 0 funds tracked by Wall St. Rank hold BICK as of Q3 2023.

  • Elevated Capital Advisors reported no remaining First Trust BICK Index Fund position as of Q3 2023 after selling out during the quarter.
  • Elevated Capital Advisors sold 7,847 First Trust BICK Index Fund shares in Q3 2023, an estimated $214K.
  • Elevated Capital Advisors first reported a position in First Trust BICK Index Fund in Q1 2019 and held it in 2 quarters.
  • Elevated Capital Advisors's First Trust BICK Index Fund position peaked at $864K in Q1 2019.
  • 0 funds tracked by Wall St. Rank held First Trust BICK Index Fund as of Q3 2023.

Based on Elevated Capital Advisors's 13F filing for Q3 2023, filed 17 Oct 2023.