O'Donnell Financial Services’s First Trust Capital Strength ETF FTCS Stock Holding History

O'Donnell Financial Services’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 Q3	–	Sell	-5,410	Closed	-$378K	–	26
2022 Q2	$378K	Sell	5,410 -183	-3%	-$13.5K	0.31%	21
2022 Q1	$437K	Sell	5,593 -266	-5%	-$20.7K	0.2%	24
2021 Q4	$456K	Sell	5,859 -221	-4%	-$17.7K	0.21%	25
2021 Q3	$455K	Buy	+6,080	New	+$474K	0.22%	32

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

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

O'Donnell Financial Services's FTCS Position: Q3 2022 in Review

O'Donnell Financial Services sold out of First Trust Capital Strength ETF (FTCS) in Q3 2022, closing a stake of 5,410 shares — an estimated $378K sold.

O'Donnell Financial Services first reported a position in FTCS in Q3 2021 and held it in 4 quarters. The position peaked at $456K in Q4 2021. 359 funds tracked by Wall St. Rank hold FTCS as of Q3 2022.

O'Donnell Financial Services reported no remaining First Trust Capital Strength ETF position as of Q3 2022 after selling out during the quarter.
O'Donnell Financial Services sold 5,410 First Trust Capital Strength ETF shares in Q3 2022, an estimated $378K.
O'Donnell Financial Services first reported a position in First Trust Capital Strength ETF in Q3 2021 and held it in 4 quarters.
O'Donnell Financial Services's First Trust Capital Strength ETF position peaked at $456K in Q4 2021.
359 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q3 2022.

Based on O'Donnell Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.