FCM
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Family Capital Management’s First Trust Capital Strength ETF FTCS Stock Holding History

Family Capital Management’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
Q3 		– Sell
-2,911
Closed -$219K – 85
2023
Q2 		$219K Hold
2,911
– – 0.14% 71
2023
Q1 		$212K Hold
2,911
– – 0.09% 65
2022
Q4 		$218K Buy
+2,911
New +$215K 0.14% 63

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Family Capital Management's FTCS Position: Q3 2023 in Review

Family Capital Management sold out of First Trust Capital Strength ETF (FTCS) in Q3 2023, closing a stake of 2,911 shares — an estimated $219K sold.

Family Capital Management first reported a position in FTCS in Q4 2022 and held it in 3 quarters. The position peaked at $219K in Q2 2023. 413 funds tracked by Wall St. Rank hold FTCS as of Q3 2023.

  • Family Capital Management reported no remaining First Trust Capital Strength ETF position as of Q3 2023 after selling out during the quarter.
  • Family Capital Management sold 2,911 First Trust Capital Strength ETF shares in Q3 2023, an estimated $219K.
  • Family Capital Management first reported a position in First Trust Capital Strength ETF in Q4 2022 and held it in 3 quarters.
  • Family Capital Management's First Trust Capital Strength ETF position peaked at $219K in Q2 2023.
  • 413 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q3 2023.

Based on Family Capital Management's 13F filing for Q3 2023, filed 26 Oct 2023.