FCAG
FLRN icon

First Capital Advisors Group’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

First Capital Advisors Group’s Portfolio FLRN Stock Details FLRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-741
Closed -$23K – 370
2018
Q1 		$23K Buy
+741
New +$22.8K 0.01% 399

Other funds holding FLRN

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

First Capital Advisors Group's FLRN Position: Q2 2018 in Review

First Capital Advisors Group sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q2 2018, closing a stake of 741 shares — an estimated $23K sold.

First Capital Advisors Group first reported a position in FLRN in Q1 2018 and held it in 1 quarter. The position peaked at $23K in Q1 2018. 217 funds tracked by Wall St. Rank hold FLRN as of Q2 2018.

  • First Capital Advisors Group reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q2 2018 after selling out during the quarter.
  • First Capital Advisors Group sold 741 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q2 2018, an estimated $23K.
  • First Capital Advisors Group first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q1 2018 and held it in 1 quarter.
  • First Capital Advisors Group's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $23K in Q1 2018.
  • 217 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2018.

Based on First Capital Advisors Group's 13F filing for Q2 2018, filed 30 Jul 2018.