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Morton Brown Family Wealth’s First Trust Capital Strength ETF FTCS Stock Holding History

Morton Brown Family Wealth’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
Q2 		– Sell
-80
Closed -$6.85K – 226
2024
Q1 		$6.85K Buy
+80
New +$6.6K ﹤0.01% 168

Other funds holding FTCS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morton Brown Family Wealth's FTCS Position: Q2 2024 in Review

Morton Brown Family Wealth sold out of First Trust Capital Strength ETF (FTCS) in Q2 2024, closing a stake of 80 shares — an estimated $6.85K sold.

Morton Brown Family Wealth first reported a position in FTCS in Q1 2024 and held it in 1 quarter. The position peaked at $6.85K in Q1 2024. 470 funds tracked by Wall St. Rank hold FTCS as of Q2 2024.

  • Morton Brown Family Wealth reported no remaining First Trust Capital Strength ETF position as of Q2 2024 after selling out during the quarter.
  • Morton Brown Family Wealth sold 80 First Trust Capital Strength ETF shares in Q2 2024, an estimated $6.85K.
  • Morton Brown Family Wealth first reported a position in First Trust Capital Strength ETF in Q1 2024 and held it in 1 quarter.
  • Morton Brown Family Wealth's First Trust Capital Strength ETF position peaked at $6.85K in Q1 2024.
  • 470 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2024.

Based on Morton Brown Family Wealth's 13F filing for Q2 2024, filed 30 Jul 2024.