Mid Atlantic Financial Management’s First Trust Capital Strength ETF FTCS Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$1.19M	Buy	15,865 +620	+4%	+$48.3K	0.08%	212
2021 Q2	$1.15M	Sell	15,245 -1,085	-7%	-$80.7K	0.08%	217
2021 Q1	$1.16M	Sell	16,330 -344	-2%	-$23.4K	0.08%	206
2020 Q4	$1.13M	Buy	16,674 +576	+4%	+$37.7K	0.09%	207
2020 Q3	$1.05M	Buy	+16,098	New	+$1.01M	0.09%	205
2020 Q2	–	Sell	-11,738	Closed	-$583K	–	757
2020 Q1	$583K	Buy	11,738 +1,100	+10%	+$63.5K	0.07%	270
2019 Q4	$642K	Buy	+10,638	New	+$620K	0.06%	321
2019 Q3	–	Sell	-4,238	Closed	-$239K	–	728
2019 Q2	$239K	Buy	+4,238	New	+$234K	0.02%	590

Other funds holding FTCS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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 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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mid Atlantic Financial Management's FTCS Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its First Trust Capital Strength ETF (FTCS) stake by 4.1% in Q3 2021, buying an estimated $48.3K and bringing the position to 15,865 shares worth $1.19M. The position accounts for 0.08% of the portfolio, ranked #212.

Mid Atlantic Financial Management first reported a position in FTCS in Q2 2019 and has held it in 8 quarters since. 307 funds tracked by Wall St. Rank hold FTCS as of Q3 2021.

Mid Atlantic Financial Management held 15,865 shares of First Trust Capital Strength ETF worth $1.19M as of Q3 2021.
Mid Atlantic Financial Management bought 620 First Trust Capital Strength ETF shares in Q3 2021, an estimated $48.3K.
First Trust Capital Strength ETF made up 0.08% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #212 holding.
Mid Atlantic Financial Management first reported a position in First Trust Capital Strength ETF in Q2 2019 and has held it in 8 quarters since.
307 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.