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FDx Advisors’s First Trust Capital Strength ETF FTCS Stock Holding History

FDx 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
2017
Q4 		– Sell
-4,978
Closed -$236K – 1261
2017
Q3 		$236K Buy
4,978
+210
+4% +$9.76K 0.01% 1145
2017
Q2 		$217K Buy
+4,768
New +$215K 0.01% 1112

Other funds holding FTCS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
YP
Yellowstone Partners Idaho Falls, Idaho $177M AUM
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

FDx Advisors's FTCS Position: Q4 2017 in Review

FDx Advisors sold out of First Trust Capital Strength ETF (FTCS) in Q4 2017, closing a stake of 4,978 shares — an estimated $236K sold.

FDx Advisors first reported a position in FTCS in Q2 2017 and held it in 2 quarters. The position peaked at $236K in Q3 2017. 73 funds tracked by Wall St. Rank hold FTCS as of Q4 2017.

  • FDx Advisors reported no remaining First Trust Capital Strength ETF position as of Q4 2017 after selling out during the quarter.
  • FDx Advisors sold 4,978 First Trust Capital Strength ETF shares in Q4 2017, an estimated $236K.
  • FDx Advisors first reported a position in First Trust Capital Strength ETF in Q2 2017 and held it in 2 quarters.
  • FDx Advisors's First Trust Capital Strength ETF position peaked at $236K in Q3 2017.
  • 73 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q4 2017.

Based on FDx Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.