First Capital Advisors Group’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

First Capital Advisors Group’s Portfolio MORT Stock Details MORT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$63.5K	Sell	5,289 -430	-8%	-$4.71K	0.03%	268
2023 Q1	$64.6K	Buy	5,719 +1,008	+21%	+$12.4K	0.04%	166
2022 Q4	$55K	Buy	4,711 +3,435	+269%	+$41.3K	0.04%	180
2022 Q3	$14K	Buy	+1,276	New	+$18.3K	0.01%	180

Other funds holding MORT

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWM

Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

First Capital Advisors Group's MORT Position: Q2 2023 in Review

First Capital Advisors Group reduced its VanEck Mortgage REIT Income ETF (MORT) stake by 7.5% in Q2 2023, selling an estimated $4.71K and leaving 5,289 shares worth $63.5K. The position accounts for 0.03% of the portfolio, ranked #268.

First Capital Advisors Group first reported a position in MORT in Q3 2022 and has held it in 4 quarters since. The position peaked at $64.6K in Q1 2023. 55 funds tracked by Wall St. Rank hold MORT as of Q2 2023.

First Capital Advisors Group held 5,289 shares of VanEck Mortgage REIT Income ETF worth $63.5K as of Q2 2023.
First Capital Advisors Group sold 430 VanEck Mortgage REIT Income ETF shares in Q2 2023, an estimated $4.71K.
VanEck Mortgage REIT Income ETF made up 0.03% of First Capital Advisors Group's portfolio in Q2 2023, its #268 holding.
First Capital Advisors Group first reported a position in VanEck Mortgage REIT Income ETF in Q3 2022 and has held it in 4 quarters since.
First Capital Advisors Group's VanEck Mortgage REIT Income ETF position peaked at $64.6K in Q1 2023.
55 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.