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Lokken Investment Group’s First Trust International Developed Capital Strength ETF FICS Stock Holding History

Lokken Investment Group’s Portfolio FICS Stock Details FICS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6,460
Closed -$226K – 154
2024
Q1 		$226K Buy
+6,460
New +$221K 0.11% 126

Other funds holding FICS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Lokken Investment Group's FICS Position: Q2 2024 in Review

Lokken Investment Group sold out of First Trust International Developed Capital Strength ETF (FICS) in Q2 2024, closing a stake of 6,460 shares — an estimated $226K sold.

Lokken Investment Group first reported a position in FICS in Q1 2024 and held it in 1 quarter. The position peaked at $226K in Q1 2024. 55 funds tracked by Wall St. Rank hold FICS as of Q2 2024.

  • Lokken Investment Group reported no remaining First Trust International Developed Capital Strength ETF position as of Q2 2024 after selling out during the quarter.
  • Lokken Investment Group sold 6,460 First Trust International Developed Capital Strength ETF shares in Q2 2024, an estimated $226K.
  • Lokken Investment Group first reported a position in First Trust International Developed Capital Strength ETF in Q1 2024 and held it in 1 quarter.
  • Lokken Investment Group's First Trust International Developed Capital Strength ETF position peaked at $226K in Q1 2024.
  • 55 funds tracked by Wall St. Rank held First Trust International Developed Capital Strength ETF as of Q2 2024.

Based on Lokken Investment Group's 13F filing for Q2 2024, filed 12 Aug 2024.