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Integrated Wealth Management (Palm Desert)’s First Trust Capital Strength ETF FTCS Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016
Q2 		– Sell
-100
Closed -$9K – 1318
2016
Q1 		$9K Buy
+100
New +$3.72K ﹤0.01% 723

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
YP
Yellowstone Partners Idaho Falls, Idaho $177M AUM
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
IH
IFC Holdings Tampa, Florida $1.45B AUM 15.5% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s FTCS Position: Q2 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of First Trust Capital Strength ETF (FTCS) in Q2 2016, closing a stake of 100 shares — an estimated $9K sold.

Integrated Wealth Management (Palm Desert) first reported a position in FTCS in Q1 2016 and held it in 1 quarter. The position peaked at $9K in Q1 2016. 40 funds tracked by Wall St. Rank hold FTCS as of Q2 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining First Trust Capital Strength ETF position as of Q2 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 100 First Trust Capital Strength ETF shares in Q2 2016, an estimated $9K.
  • Integrated Wealth Management (Palm Desert) first reported a position in First Trust Capital Strength ETF in Q1 2016 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s First Trust Capital Strength ETF position peaked at $9K in Q1 2016.
  • 40 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q2 2016, filed 1 Aug 2016.