Ironwood Financial’s First Trust Capital Strength ETF FTCS Stock Holding History

Ironwood Financial’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 Q4	–	Sell	-1,371	Closed	-$103K	–	268
2021 Q3	$103K	Hold	1,371	–	–	0.03%	139
2021 Q2	$104K	Hold	1,371	–	–	0.03%	137
2021 Q1	$97K	Hold	1,371	–	–	0.03%	131
2020 Q4	$93K	Sell	1,371 -160	-10%	-$10.5K	0.03%	129
2020 Q3	$97K	Hold	1,531	–	–	0.05%	86
2020 Q2	$89K	Hold	1,531	–	–	0.05%	81
2020 Q1	$76K	Hold	1,531	–	–	0.05%	68
2019 Q4	$92K	Hold	1,531	–	–	0.04%	79
2019 Q3	$87K	Hold	1,531	–	–	0.04%	82
2019 Q2	$86K	Hold	1,531	–	–	0.04%	83
2019 Q1	$83K	Buy	+1,531	New	+$79.4K	0.04%	83

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

RJFSA

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

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

Ironwood Financial's FTCS Position: Q4 2021 in Review

Ironwood Financial sold out of First Trust Capital Strength ETF (FTCS) in Q4 2021, closing a stake of 1,371 shares — an estimated $103K sold.

Ironwood Financial first reported a position in FTCS in Q1 2019 and held it in 11 quarters. The position peaked at $104K in Q2 2021. 357 funds tracked by Wall St. Rank hold FTCS as of Q4 2021.

Ironwood Financial reported no remaining First Trust Capital Strength ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 1,371 First Trust Capital Strength ETF shares in Q4 2021, an estimated $103K.
Ironwood Financial first reported a position in First Trust Capital Strength ETF in Q1 2019 and held it in 11 quarters.
Ironwood Financial's First Trust Capital Strength ETF position peaked at $104K in Q2 2021.
357 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.