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Godsey & Gibb Inc’s First Trust Capital Strength ETF FTCS Stock Holding History

Godsey & Gibb Inc’s Portfolio FTCS Stock Details FTCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-233
Closed -$17.5K – 348
2023
Q2 		$17.5K Hold
233
– – ﹤0.01% 234
2023
Q1 		$17K Buy
+233
New +$17.2K ﹤0.01% 215

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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Godsey & Gibb Inc's FTCS Position: Q3 2023 in Review

Godsey & Gibb Inc sold out of First Trust Capital Strength ETF (FTCS) in Q3 2023, closing a stake of 233 shares — an estimated $17.5K sold.

Godsey & Gibb Inc first reported a position in FTCS in Q1 2023 and held it in 2 quarters. The position peaked at $17.5K in Q2 2023. 413 funds tracked by Wall St. Rank hold FTCS as of Q3 2023.

  • Godsey & Gibb Inc reported no remaining First Trust Capital Strength ETF position as of Q3 2023 after selling out during the quarter.
  • Godsey & Gibb Inc sold 233 First Trust Capital Strength ETF shares in Q3 2023, an estimated $17.5K.
  • Godsey & Gibb Inc first reported a position in First Trust Capital Strength ETF in Q1 2023 and held it in 2 quarters.
  • Godsey & Gibb Inc's First Trust Capital Strength ETF position peaked at $17.5K in Q2 2023.
  • 413 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q3 2023.

Based on Godsey & Gibb Inc's 13F filing for Q3 2023, filed 25 Oct 2023.