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

JFS 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
2023 Q2	–	Sell	-1,100	Closed	-$80.2K	–	1993
2023 Q1	$80.2K	Hold	1,100	–	–	0.01%	307
2022 Q4	$82.4K	Hold	1,100	–	–	0.01%	305
2022 Q3	$73K	Sell	1,100 -750	-41%	-$53.9K	0.01%	318
2022 Q2	$129K	Hold	1,850	–	–	0.01%	258
2022 Q1	$145K	Hold	1,850	–	–	0.01%	259
2021 Q4	$156K	Hold	1,850	–	–	0.01%	252
2021 Q3	$138K	Buy	+1,850	New	+$144K	0.01%	263

Other funds holding FTCS

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

Morgan Stanley New York $1.89T AUM 35.08% 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

RJA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JFS Wealth Advisors's FTCS Position: Q2 2023 in Review

JFS Wealth Advisors sold out of First Trust Capital Strength ETF (FTCS) in Q2 2023, closing a stake of 1,100 shares — an estimated $80.2K sold.

JFS Wealth Advisors first reported a position in FTCS in Q3 2021 and held it in 7 quarters. The position peaked at $156K in Q4 2021. 422 funds tracked by Wall St. Rank hold FTCS as of Q2 2023.

JFS Wealth Advisors reported no remaining First Trust Capital Strength ETF position as of Q2 2023 after selling out during the quarter.
JFS Wealth Advisors sold 1,100 First Trust Capital Strength ETF shares in Q2 2023, an estimated $80.2K.
JFS Wealth Advisors first reported a position in First Trust Capital Strength ETF in Q3 2021 and held it in 7 quarters.
JFS Wealth Advisors's First Trust Capital Strength ETF position peaked at $156K in Q4 2021.
422 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2023.

Based on JFS Wealth Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.