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Optimum Investment Advisors’s First Trust Capital Strength ETF FTCS Stock Holding History

Optimum Investment Advisors’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
2020
Q3 		– Sell
-57
Closed -$3K – 892
2020
Q2 		$3K Hold
57
– – ﹤0.01% 780
2020
Q1 		$3K Buy
+57
New +$3.29K ﹤0.01% 793

Other funds holding FTCS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Optimum Investment Advisors's FTCS Position: Q3 2020 in Review

Optimum Investment Advisors sold out of First Trust Capital Strength ETF (FTCS) in Q3 2020, closing a stake of 57 shares — an estimated $3K sold.

Optimum Investment Advisors first reported a position in FTCS in Q1 2020 and held it in 2 quarters. The position peaked at $3K in Q2 2020. 229 funds tracked by Wall St. Rank hold FTCS as of Q3 2020.

  • Optimum Investment Advisors reported no remaining First Trust Capital Strength ETF position as of Q3 2020 after selling out during the quarter.
  • Optimum Investment Advisors sold 57 First Trust Capital Strength ETF shares in Q3 2020, an estimated $3K.
  • Optimum Investment Advisors first reported a position in First Trust Capital Strength ETF in Q1 2020 and held it in 2 quarters.
  • Optimum Investment Advisors's First Trust Capital Strength ETF position peaked at $3K in Q2 2020.
  • 229 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q3 2020.

Based on Optimum Investment Advisors's 13F filing for Q3 2020, filed 6 Oct 2020.