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Planning Solutions Group’s First Trust Capital Strength ETF FTCS Stock Holding History

Planning Solutions Group’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
2019
Q2 		$907K Buy
16,072
+772
+5% +$42.5K 0.47% 42
2019
Q1 		$827K Buy
15,300
+1,678
+12% +$87.1K 0.44% 44
2018
Q4 		$658K Buy
+13,622
New +$703K 0.4% 50

Other funds holding FTCS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Planning Solutions Group's FTCS Position: Q2 2019 in Review

Planning Solutions Group increased its First Trust Capital Strength ETF (FTCS) stake by 5% in Q2 2019, buying an estimated $42.5K and bringing the position to 16,072 shares worth $907K. The position accounts for 0.47% of the portfolio, ranked #42.

Planning Solutions Group first reported a position in FTCS in Q4 2018 and has held it in 3 quarters since. 136 funds tracked by Wall St. Rank hold FTCS as of Q2 2019.

  • Planning Solutions Group held 16,072 shares of First Trust Capital Strength ETF worth $907K as of Q2 2019.
  • Planning Solutions Group bought 772 First Trust Capital Strength ETF shares in Q2 2019, an estimated $42.5K.
  • First Trust Capital Strength ETF made up 0.47% of Planning Solutions Group's portfolio in Q2 2019, its #42 holding.
  • Planning Solutions Group first reported a position in First Trust Capital Strength ETF in Q4 2018 and has held it in 3 quarters since.
  • 136 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.