FTCM
FOCS

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

First Trust Capital Management’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
Q3 		– Sell
-758,748
Closed -$39.8M – 169
2023
Q2 		$39.8M Buy
758,748
+479,941
+172% +$25M 2.37% 6
2023
Q1 		$14.5M Buy
+278,807
New +$13.4M 0.62% 42

First Trust Capital Management's FOCS Position: Q3 2023 in Review

First Trust Capital Management sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 758,748 shares — an estimated $39.8M sold.

First Trust Capital Management first reported a position in FOCS in Q1 2023 and held it in 2 quarters. The position peaked at $39.8M in Q2 2023. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.

  • First Trust Capital Management reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
  • First Trust Capital Management sold 758,748 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $39.8M.
  • First Trust Capital Management first reported a position in Focus Financial Partners Inc. Class A in Q1 2023 and held it in 2 quarters.
  • First Trust Capital Management's Focus Financial Partners Inc. Class A position peaked at $39.8M in Q2 2023.
  • 0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.

Based on First Trust Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.