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MassMutual Private Wealth & Trust’s First Trust Capital Strength ETF FTCS Stock Holding History

MassMutual Private Wealth & Trust’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
Q1 		– Sell
-1,517
Closed -$128K – 1562
2021
Q4 		$128K Buy
+1,517
New +$122K ﹤0.01% 378

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MassMutual Private Wealth & Trust's FTCS Position: Q1 2022 in Review

MassMutual Private Wealth & Trust sold out of First Trust Capital Strength ETF (FTCS) in Q1 2022, closing a stake of 1,517 shares — an estimated $128K sold.

MassMutual Private Wealth & Trust first reported a position in FTCS in Q4 2021 and held it in 1 quarter. The position peaked at $128K in Q4 2021. 368 funds tracked by Wall St. Rank hold FTCS as of Q1 2022.

  • MassMutual Private Wealth & Trust reported no remaining First Trust Capital Strength ETF position as of Q1 2022 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 1,517 First Trust Capital Strength ETF shares in Q1 2022, an estimated $128K.
  • MassMutual Private Wealth & Trust first reported a position in First Trust Capital Strength ETF in Q4 2021 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's First Trust Capital Strength ETF position peaked at $128K in Q4 2021.
  • 368 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q1 2022.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2022, filed 8 Apr 2022.