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First Capital Advisors Group’s Amplify CEF High Income ETF YYY Stock Holding History

First Capital Advisors Group’s Portfolio YYY Stock Details YYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$61K Buy
+5,219
New +$60.5K 0.03% 276
2023
Q1 		– Sell
-5,176
Closed -$60.3K – 248
2022
Q4 		$60.3K Buy
5,176
+3,725
+257% +$44.1K 0.04% 173
2022
Q3 		$17K Buy
+1,451
New +$18.6K 0.01% 178

Other funds holding YYY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FWA
Freedom Wealth Alliance Brookfield, Wisconsin $60.8M AUM 14.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

First Capital Advisors Group opened a new position in Amplify CEF High Income ETF (YYY) in Q2 2023: 5,219 shares worth $61K. The stake represents 0.03% of the portfolio and ranks #276 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in YYY as recently as Q4 2022.

First Capital Advisors Group first reported a position in YYY in Q3 2022 and has held it in 3 quarters since. 52 funds tracked by Wall St. Rank hold YYY as of Q2 2023.

  • First Capital Advisors Group held 5,219 shares of Amplify CEF High Income ETF worth $61K as of Q2 2023.
  • Amplify CEF High Income ETF was a new First Capital Advisors Group position in Q2 2023.
  • Amplify CEF High Income ETF made up 0.03% of First Capital Advisors Group's portfolio in Q2 2023, its #276 holding.
  • First Capital Advisors Group first reported a position in Amplify CEF High Income ETF in Q3 2022 and has held it in 3 quarters since.
  • 52 funds tracked by Wall St. Rank held Amplify CEF High Income ETF as of Q2 2023.

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