Goodwin Investment Advisory’s First Trust Capital Strength ETF FTCS Stock Holding History

Goodwin Investment Advisory’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 Q1	–	Sell	-250	Closed	-$18.7K	–	139
2022 Q4	$18.7K	Buy	+250	New	+$18.4K	0.01%	125
2022 Q2	–	Sell	-150	Closed	-$12K	–	189
2022 Q1	$12K	Hold	150	–	–	0.01%	139
2021 Q4	$13K	Buy	+150	New	+$12K	0.01%	118

Other funds holding FTCS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Goodwin Investment Advisory's FTCS Position: Q1 2023 in Review

Goodwin Investment Advisory sold out of First Trust Capital Strength ETF (FTCS) in Q1 2023, closing a stake of 250 shares — an estimated $18.7K sold.

Goodwin Investment Advisory first reported a position in FTCS in Q4 2021 and held it in 3 quarters. The position peaked at $18.7K in Q4 2022. 402 funds tracked by Wall St. Rank hold FTCS as of Q1 2023.

Goodwin Investment Advisory reported no remaining First Trust Capital Strength ETF position as of Q1 2023 after selling out during the quarter.
Goodwin Investment Advisory sold 250 First Trust Capital Strength ETF shares in Q1 2023, an estimated $18.7K.
Goodwin Investment Advisory first reported a position in First Trust Capital Strength ETF in Q4 2021 and held it in 3 quarters.
Goodwin Investment Advisory's First Trust Capital Strength ETF position peaked at $18.7K in Q4 2022.
402 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q1 2023.

Based on Goodwin Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.