First Trust Advisors’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

First Trust Advisors’s Portfolio FOCS Stock Details FOCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-72,031	Closed	-$3.74M	–	2473
2023 Q1	$3.74M	Buy	72,031 +38,129	+112%	+$1.84M	﹤0.01%	1373
2022 Q4	$1.26M	Sell	33,902 -15,701	-32%	-$559K	﹤0.01%	1888
2022 Q3	$1.56M	Buy	49,603 +3,311	+7%	+$126K	﹤0.01%	1812
2022 Q2	$1.58M	Sell	46,292 -40,682	-47%	-$1.55M	﹤0.01%	1810
2022 Q1	$3.98M	Sell	86,974 -136,483	-61%	-$6.85M	﹤0.01%	1460
2021 Q4	$13.3M	Sell	223,457 -34,464	-13%	-$2.15M	0.01%	973
2021 Q3	$13.5M	Buy	257,921 +10,406	+4%	+$532K	0.01%	920
2021 Q2	$12M	Buy	247,515 +21,907	+10%	+$1.06M	0.01%	950
2021 Q1	$9.39M	Buy	225,608 +23,841	+12%	+$1.15M	0.01%	958
2020 Q4	$8.78M	Buy	201,767 +111,110	+123%	+$4.46M	0.01%	882
2020 Q3	$2.97M	Buy	90,657 +21,002	+30%	+$743K	﹤0.01%	1170
2020 Q2	$2.3M	Sell	69,655 -8,896	-11%	-$223K	﹤0.01%	1310
2020 Q1	$1.81M	Buy	78,551 +65,129	+485%	+$1.73M	﹤0.01%	1316
2019 Q4	$396K	Buy	+13,422	New	+$343K	﹤0.01%	2195
2018 Q4	–	Sell	-60,799	Closed	-$2.89M	–	2502
2018 Q3	$2.89M	Buy	+60,799	New	+$2.6M	0.01%	1452

Other funds holding FOCS

SPC

Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

First Trust Advisors's FOCS Position: Q2 2023 in Review

First Trust Advisors sold out of Focus Financial Partners Inc. Class A (FOCS) in Q2 2023, closing a stake of 72,031 shares — an estimated $3.74M sold.

First Trust Advisors first reported a position in FOCS in Q3 2018 and held it in 15 quarters. The position peaked at $13.5M in Q3 2021. 208 funds tracked by Wall St. Rank hold FOCS as of Q2 2023.

First Trust Advisors reported no remaining Focus Financial Partners Inc. Class A position as of Q2 2023 after selling out during the quarter.
First Trust Advisors sold 72,031 Focus Financial Partners Inc. Class A shares in Q2 2023, an estimated $3.74M.
First Trust Advisors first reported a position in Focus Financial Partners Inc. Class A in Q3 2018 and held it in 15 quarters.
First Trust Advisors's Focus Financial Partners Inc. Class A position peaked at $13.5M in Q3 2021.
208 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q2 2023.

Based on First Trust Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.