Peterson Wealth Advisors’s First Trust Capital Strength ETF FTCS Stock Holding History

Peterson Wealth 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	-5,970	Closed	-$349K	–	49
2020 Q2	$349K	Buy	5,970 +15	+0.3%	+$838	0.19%	37
2020 Q1	$296K	Buy	5,955 +19	+0.3%	+$1.1K	0.19%	40
2019 Q4	$358K	Buy	5,936 +20	+0.3%	+$1.17K	0.2%	30
2019 Q3	$336K	Buy	5,916 +24	+0.4%	+$1.37K	0.21%	31
2019 Q2	$333K	Buy	5,892 +16	+0.3%	+$882	0.21%	30
2019 Q1	$325K	Buy	5,876 +18	+0.3%	+$934	0.22%	30
2018 Q4	$283K	Buy	5,858 +28	+0.5%	+$1.45K	0.22%	32
2018 Q3	$322K	Buy	5,830 +10	+0.2%	+$537	0.23%	33
2018 Q2	$297K	Buy	5,820 +17	+0.3%	+$872	0.24%	33
2018 Q1	$293K	Buy	5,803 +16	+0.3%	+$835	0.24%	36
2017 Q4	$295K	Buy	+5,787	New	+$287K	0.27%	37

Other funds holding FTCS

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

LPL Financial San Diego, California $376B 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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return