JP Morgan Private Wealth Advisors’s First Trust Capital Strength ETF FTCS Stock Holding History

JP Morgan Private 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 Q3	$1.82M	Sell	24,730 -14,398	-37%	-$1.09M	0.01%	771
2023 Q2	$2.94M	Sell	39,128 -8,726	-18%	-$639K	0.02%	456
2023 Q1	$3.49M	Sell	47,854 -4,647	-9%	-$343K	0.01%	690
2022 Q4	$3.93M	Buy	52,501 +17,296	+49%	+$1.28M	0.01%	639
2022 Q3	$2.34M	Buy	35,205 +6,847	+24%	+$492K	0.01%	792
2022 Q2	$1.98M	Sell	28,358 -1,129	-4%	-$83K	0.01%	860
2022 Q1	$2.31M	Buy	29,487 +1,896	+7%	+$147K	0.01%	854
2021 Q4	$2.33M	Buy	27,591 +11,609	+73%	+$932K	0.01%	845
2021 Q3	$1.2M	Buy	15,982 +1,049	+7%	+$81.7K	﹤0.01%	1130
2021 Q2	$1.13M	Buy	14,933 +1,189	+9%	+$88.4K	﹤0.01%	1140
2021 Q1	$973K	Sell	13,744 -1,520	-10%	-$103K	﹤0.01%	1053
2020 Q4	$1.03M	Buy	15,264 +1,041	+7%	+$68.1K	﹤0.01%	1002
2020 Q3	$900K	Buy	14,223 +3,198	+29%	+$200K	﹤0.01%	924
2020 Q2	$644K	Buy	+11,025	New	+$616K	﹤0.01%	977

Other funds holding FTCS

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

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

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

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

JP Morgan Private Wealth Advisors's FTCS Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its First Trust Capital Strength ETF (FTCS) stake by 37% in Q3 2023, selling an estimated $1.09M and leaving 24,730 shares worth $1.82M. The position accounts for 0.01% of the portfolio, ranked #771.

JP Morgan Private Wealth Advisors first reported a position in FTCS in Q2 2020 and has held it in 14 quarters since. The position peaked at $3.93M in Q4 2022. 413 funds tracked by Wall St. Rank hold FTCS as of Q3 2023.

JP Morgan Private Wealth Advisors held 24,730 shares of First Trust Capital Strength ETF worth $1.82M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 14,398 First Trust Capital Strength ETF shares in Q3 2023, an estimated $1.09M.
First Trust Capital Strength ETF made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #771 holding.
JP Morgan Private Wealth Advisors first reported a position in First Trust Capital Strength ETF in Q2 2020 and has held it in 14 quarters since.
JP Morgan Private Wealth Advisors's First Trust Capital Strength ETF position peaked at $3.93M in Q4 2022.
413 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.