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Kingsbury Capital Investment Advisors’s First Trust Capital Strength ETF FTCS Stock Holding History

Kingsbury Capital Investment 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
2022
Q3 		– Sell
-6,848
Closed -$479K – 83
2022
Q2 		$479K Buy
6,848
+3,390
+98% +$249K 0.66% 34
2022
Q1 		$270K Buy
+3,458
New +$269K 0.3% 68

Other funds holding FTCS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kingsbury Capital Investment Advisors's FTCS Position: Q3 2022 in Review

Kingsbury Capital Investment Advisors sold out of First Trust Capital Strength ETF (FTCS) in Q3 2022, closing a stake of 6,848 shares — an estimated $479K sold.

Kingsbury Capital Investment Advisors first reported a position in FTCS in Q1 2022 and held it in 2 quarters. The position peaked at $479K in Q2 2022. 359 funds tracked by Wall St. Rank hold FTCS as of Q3 2022.

  • Kingsbury Capital Investment Advisors reported no remaining First Trust Capital Strength ETF position as of Q3 2022 after selling out during the quarter.
  • Kingsbury Capital Investment Advisors sold 6,848 First Trust Capital Strength ETF shares in Q3 2022, an estimated $479K.
  • Kingsbury Capital Investment Advisors first reported a position in First Trust Capital Strength ETF in Q1 2022 and held it in 2 quarters.
  • Kingsbury Capital Investment Advisors's First Trust Capital Strength ETF position peaked at $479K in Q2 2022.
  • 359 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q3 2022.

Based on Kingsbury Capital Investment Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.