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McAdam LLC’s First Trust Capital Strength ETF FTCS Stock Holding History

McAdam LLC’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
2018
Q4 		– Sell
-58
Closed -$3K – 240
2018
Q3 		$3K Buy
+58
New +$3.11K ﹤0.01% 471

Other funds holding FTCS

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

McAdam LLC's FTCS Position: Q4 2018 in Review

McAdam LLC sold out of First Trust Capital Strength ETF (FTCS) in Q4 2018, closing a stake of 58 shares — an estimated $3K sold.

McAdam LLC first reported a position in FTCS in Q3 2018 and held it in 1 quarter. The position peaked at $3K in Q3 2018. 105 funds tracked by Wall St. Rank hold FTCS as of Q4 2018.

  • McAdam LLC reported no remaining First Trust Capital Strength ETF position as of Q4 2018 after selling out during the quarter.
  • McAdam LLC sold 58 First Trust Capital Strength ETF shares in Q4 2018, an estimated $3K.
  • McAdam LLC first reported a position in First Trust Capital Strength ETF in Q3 2018 and held it in 1 quarter.
  • McAdam LLC's First Trust Capital Strength ETF position peaked at $3K in Q3 2018.
  • 105 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.