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L.J. Altfest & Co’s First Trust Capital Strength ETF FTCS Stock Holding History

L.J. Altfest & Co’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
Q1 		– Sell
-67,181
Closed -$5.04M – 280
2022
Q4 		$5.04M Sell
67,181
-3,729
-5% -$275K 0.83% 26
2022
Q3 		$4.71M Buy
70,910
+574
+0.8% +$41.2K 0.88% 20
2022
Q2 		$4.92M Buy
+70,336
New +$5.17M 0.88% 25

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 $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

L.J. Altfest & Co's FTCS Position: Q1 2023 in Review

L.J. Altfest & Co sold out of First Trust Capital Strength ETF (FTCS) in Q1 2023, closing a stake of 67,181 shares — an estimated $5.04M sold.

L.J. Altfest & Co first reported a position in FTCS in Q2 2022 and held it in 3 quarters. The position peaked at $5.04M in Q4 2022. 402 funds tracked by Wall St. Rank hold FTCS as of Q1 2023.

  • L.J. Altfest & Co reported no remaining First Trust Capital Strength ETF position as of Q1 2023 after selling out during the quarter.
  • L.J. Altfest & Co sold 67,181 First Trust Capital Strength ETF shares in Q1 2023, an estimated $5.04M.
  • L.J. Altfest & Co first reported a position in First Trust Capital Strength ETF in Q2 2022 and held it in 3 quarters.
  • L.J. Altfest & Co's First Trust Capital Strength ETF position peaked at $5.04M in Q4 2022.
  • 402 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q1 2023.

Based on L.J. Altfest & Co's 13F filing for Q1 2023, filed 20 Apr 2023.