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Heritage Wealth Management (Arizona)’s First Trust Capital Strength ETF FTCS Stock Holding History

Heritage Wealth Management (Arizona)’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
2021
Q3 		$3K Hold
45
– – ﹤0.01% 780
2021
Q2 		$3K Sell
45
-275
-86% -$20.4K ﹤0.01% 809
2021
Q1 		$23K Buy
+320
New +$21.8K 0.01% 475

Other funds holding FTCS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s FTCS Position: Q3 2021 in Review

Heritage Wealth Management (Arizona) held its First Trust Capital Strength ETF (FTCS) position steady in Q3 2021 at 45 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #780.

Heritage Wealth Management (Arizona) first reported a position in FTCS in Q1 2021 and has held it in 3 quarters since. The position peaked at $23K in Q1 2021. 307 funds tracked by Wall St. Rank hold FTCS as of Q3 2021.

  • Heritage Wealth Management (Arizona) held 45 shares of First Trust Capital Strength ETF worth $3K as of Q3 2021.
  • Heritage Wealth Management (Arizona) left its First Trust Capital Strength ETF share count unchanged in Q3 2021.
  • First Trust Capital Strength ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q3 2021, its #780 holding.
  • Heritage Wealth Management (Arizona) first reported a position in First Trust Capital Strength ETF in Q1 2021 and has held it in 3 quarters since.
  • Heritage Wealth Management (Arizona)'s First Trust Capital Strength ETF position peaked at $23K in Q1 2021.
  • 307 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q3 2021.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2021, filed 10 Nov 2021.