M&R Capital Management’s First Trust Capital Strength ETF FTCS Stock Holding History

M&R Capital Management’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
2024 Q3	$14.7K	Hold	162	–	–	﹤0.01%	347
2024 Q2	$13.6K	Buy	162 +1	+0.6%	+$83	﹤0.01%	342
2024 Q1	$13.8K	Buy	161 +141	+705%	+$11.6K	﹤0.01%	338
2023 Q4	$1.6K	Buy	20 +7	+54%	+$533	﹤0.01%	576
2023 Q3	$957	Sell	13 -25	-66%	-$1.89K	﹤0.01%	589
2023 Q2	$2.85K	Buy	+38	New	+$2.78K	﹤0.01%	503

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

M&R Capital Management's FTCS Position: Q3 2024 in Review

M&R Capital Management held its First Trust Capital Strength ETF (FTCS) position steady in Q3 2024 at 162 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #347.

M&R Capital Management first reported a position in FTCS in Q2 2023 and has held it in 6 quarters since. 500 funds tracked by Wall St. Rank hold FTCS as of Q3 2024.

M&R Capital Management held 162 shares of First Trust Capital Strength ETF worth $14.7K as of Q3 2024.
M&R Capital Management left its First Trust Capital Strength ETF share count unchanged in Q3 2024.
First Trust Capital Strength ETF made up ﹤0.01% of M&R Capital Management's portfolio in Q3 2024, its #347 holding.
M&R Capital Management first reported a position in First Trust Capital Strength ETF in Q2 2023 and has held it in 6 quarters since.
500 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.