EF
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Empowered Funds’s First Trust Capital Strength ETF FTCS Stock Holding History

Empowered Funds’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
-10,779
Closed -$794K – 1281
2023
Q3 		$794K Buy
+10,779
New +$815K 0.02% 746

Other funds holding FTCS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Empowered Funds's FTCS Position: Q4 2023 in Review

Empowered Funds sold out of First Trust Capital Strength ETF (FTCS) in Q4 2023, closing a stake of 10,779 shares — an estimated $794K sold.

Empowered Funds first reported a position in FTCS in Q3 2023 and held it in 1 quarter. The position peaked at $794K in Q3 2023. 463 funds tracked by Wall St. Rank hold FTCS as of Q4 2023.

  • Empowered Funds reported no remaining First Trust Capital Strength ETF position as of Q4 2023 after selling out during the quarter.
  • Empowered Funds sold 10,779 First Trust Capital Strength ETF shares in Q4 2023, an estimated $794K.
  • Empowered Funds first reported a position in First Trust Capital Strength ETF in Q3 2023 and held it in 1 quarter.
  • Empowered Funds's First Trust Capital Strength ETF position peaked at $794K in Q3 2023.
  • 463 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q4 2023.

Based on Empowered Funds's 13F filing for Q4 2023, filed 14 Feb 2024.