Pinnacle Private Wealth’s First Trust Capital Strength ETF FTCS Stock Holding History

Pinnacle Private 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
2022 Q2	$324K	Buy	4,635 +364	+9%	+$26.8K	0.13%	184
2022 Q1	$334K	Sell	4,271 -675	-14%	-$52.5K	0.1%	204
2021 Q4	$418K	Buy	+4,946	New	+$397K	0.13%	169

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Pinnacle Private Wealth's FTCS Position: Q2 2022 in Review

Pinnacle Private Wealth increased its First Trust Capital Strength ETF (FTCS) stake by 8.5% in Q2 2022, buying an estimated $26.8K and bringing the position to 4,635 shares worth $324K. The position accounts for 0.13% of the portfolio, ranked #184.

Pinnacle Private Wealth first reported a position in FTCS in Q4 2021 and has held it in 3 quarters since. The position peaked at $418K in Q4 2021. 361 funds tracked by Wall St. Rank hold FTCS as of Q2 2022.

Pinnacle Private Wealth held 4,635 shares of First Trust Capital Strength ETF worth $324K as of Q2 2022.
Pinnacle Private Wealth bought 364 First Trust Capital Strength ETF shares in Q2 2022, an estimated $26.8K.
First Trust Capital Strength ETF made up 0.13% of Pinnacle Private Wealth's portfolio in Q2 2022, its #184 holding.
Pinnacle Private Wealth first reported a position in First Trust Capital Strength ETF in Q4 2021 and has held it in 3 quarters since.
Pinnacle Private Wealth's First Trust Capital Strength ETF position peaked at $418K in Q4 2021.
361 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.