Insight Wealth Strategies’s First Trust Capital Strength ETF FTCS Stock Holding History

Insight Wealth Strategies’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
2020 Q1	–	Sell	-122,260	Closed	-$7.38M	–	168
2019 Q4	$7.38M	Buy	122,260 +265	+0.2%	+$15.4K	1.56%	16
2019 Q3	$6.93M	Buy	121,995 +12,410	+11%	+$706K	1.63%	15
2019 Q2	$6.19M	Buy	+109,585	New	+$6.04M	1.51%	17
2019 Q1	–	Sell	-100,908	Closed	-$4.87M	–	138
2018 Q4	$4.87M	Buy	+100,908	New	+$5.21M	1.49%	16

Other funds holding FTCS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Insight Wealth Strategies's FTCS Position: Q1 2020 in Review

Insight Wealth Strategies sold out of First Trust Capital Strength ETF (FTCS) in Q1 2020, closing a stake of 122,260 shares — an estimated $7.38M sold.

Insight Wealth Strategies first reported a position in FTCS in Q4 2018 and held it in 4 quarters. The position peaked at $7.38M in Q4 2019. 198 funds tracked by Wall St. Rank hold FTCS as of Q1 2020.

Insight Wealth Strategies reported no remaining First Trust Capital Strength ETF position as of Q1 2020 after selling out during the quarter.
Insight Wealth Strategies sold 122,260 First Trust Capital Strength ETF shares in Q1 2020, an estimated $7.38M.
Insight Wealth Strategies first reported a position in First Trust Capital Strength ETF in Q4 2018 and held it in 4 quarters.
Insight Wealth Strategies's First Trust Capital Strength ETF position peaked at $7.38M in Q4 2019.
198 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q1 2020.

Based on Insight Wealth Strategies's 13F filing for Q1 2020, filed 21 Apr 2020.