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

Intercontinental 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
2020
Q4 		– Sell
-8,700
Closed -$550K – 255
2020
Q3 		$550K Buy
8,700
+650
+8% +$40.6K 0.16% 107
2020
Q2 		$470K Buy
8,050
+140
+2% +$7.83K 0.15% 107
2020
Q1 		$393K Buy
+7,910
New +$457K 0.21% 97

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Intercontinental Wealth Advisors's FTCS Position: Q4 2020 in Review

Intercontinental Wealth Advisors sold out of First Trust Capital Strength ETF (FTCS) in Q4 2020, closing a stake of 8,700 shares — an estimated $550K sold.

Intercontinental Wealth Advisors first reported a position in FTCS in Q1 2020 and held it in 3 quarters. The position peaked at $550K in Q3 2020. 286 funds tracked by Wall St. Rank hold FTCS as of Q4 2020.

  • Intercontinental Wealth Advisors reported no remaining First Trust Capital Strength ETF position as of Q4 2020 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 8,700 First Trust Capital Strength ETF shares in Q4 2020, an estimated $550K.
  • Intercontinental Wealth Advisors first reported a position in First Trust Capital Strength ETF in Q1 2020 and held it in 3 quarters.
  • Intercontinental Wealth Advisors's First Trust Capital Strength ETF position peaked at $550K in Q3 2020.
  • 286 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q4 2020.

Based on Intercontinental Wealth Advisors's 13F filing for Q4 2020, filed 19 Feb 2021.