HCR Wealth Advisors’s First Trust Capital Strength ETF FTCS Stock Holding History

HCR Wealth Advisors’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
2019 Q1	–	Sell	-3,798	Closed	-$443K	–	180
2018 Q4	$443K	Sell	3,798 -75	-2%	-$3.87K	0.14%	103
2018 Q3	$494K	Buy	+3,873	New	+$208K	0.16%	98
2017 Q4	–	Sell	-3,357	Closed	-$344K	–	174
2017 Q3	$344K	Buy	3,357 +300	+10%	+$13.9K	0.14%	116
2017 Q2	$290K	Buy	+3,057	New	+$138K	0.14%	112

Other funds holding FTCS

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

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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

HCR Wealth Advisors's FTCS Position: Q1 2019 in Review

HCR Wealth Advisors sold out of First Trust Capital Strength ETF (FTCS) in Q1 2019, closing a stake of 3,798 shares — an estimated $443K sold.

HCR Wealth Advisors first reported a position in FTCS in Q2 2017 and held it in 4 quarters. The position peaked at $494K in Q3 2018. 125 funds tracked by Wall St. Rank hold FTCS as of Q1 2019.

HCR Wealth Advisors reported no remaining First Trust Capital Strength ETF position as of Q1 2019 after selling out during the quarter.
HCR Wealth Advisors sold 3,798 First Trust Capital Strength ETF shares in Q1 2019, an estimated $443K.
HCR Wealth Advisors first reported a position in First Trust Capital Strength ETF in Q2 2017 and held it in 4 quarters.
HCR Wealth Advisors's First Trust Capital Strength ETF position peaked at $494K in Q3 2018.
125 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q1 2019.

Based on HCR Wealth Advisors's 13F filing for Q1 2019, filed 10 May 2019.