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 $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

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

Peterson Wealth Advisors's FTCS Position: Q3 2020 in Review

Peterson Wealth Advisors sold out of First Trust Capital Strength ETF (FTCS) in Q3 2020, closing a stake of 5,970 shares — an estimated $349K sold.

Peterson Wealth Advisors first reported a position in FTCS in Q4 2017 and held it in 11 quarters. The position peaked at $358K in Q4 2019. 229 funds tracked by Wall St. Rank hold FTCS as of Q3 2020.

Peterson Wealth Advisors reported no remaining First Trust Capital Strength ETF position as of Q3 2020 after selling out during the quarter.
Peterson Wealth Advisors sold 5,970 First Trust Capital Strength ETF shares in Q3 2020, an estimated $349K.
Peterson Wealth Advisors first reported a position in First Trust Capital Strength ETF in Q4 2017 and held it in 11 quarters.
Peterson Wealth Advisors's First Trust Capital Strength ETF position peaked at $358K in Q4 2019.
229 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q3 2020.

Based on Peterson Wealth Advisors's 13F filing for Q3 2020, filed 20 Oct 2020.