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

RE Dickinson 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
2024 Q4	$6.9K	Hold	79	–	–	﹤0.01%	181
2024 Q3	$7.17K	Hold	79	–	–	﹤0.01%	175
2024 Q2	$6.64K	Hold	79	–	–	﹤0.01%	172
2024 Q1	$7K	Hold	79	–	–	﹤0.01%	170
2023 Q4	$6K	Hold	79	–	–	﹤0.01%	177
2023 Q3	$6K	Hold	79	–	–	﹤0.01%	193
2023 Q2	$6K	Buy	+79	New	+$5.79K	﹤0.01%	273

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RE Dickinson Investment Advisors's FTCS Position: Q4 2024 in Review

RE Dickinson Investment Advisors held its First Trust Capital Strength ETF (FTCS) position steady in Q4 2024 at 79 shares worth $6.9K. The position accounts for ﹤0.01% of the portfolio, ranked #181.

RE Dickinson Investment Advisors first reported a position in FTCS in Q2 2023 and has held it in 7 quarters since. The position peaked at $7.17K in Q3 2024. 539 funds tracked by Wall St. Rank hold FTCS as of Q4 2024.

RE Dickinson Investment Advisors held 79 shares of First Trust Capital Strength ETF worth $6.9K as of Q4 2024.
RE Dickinson Investment Advisors left its First Trust Capital Strength ETF share count unchanged in Q4 2024.
First Trust Capital Strength ETF made up ﹤0.01% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #181 holding.
RE Dickinson Investment Advisors first reported a position in First Trust Capital Strength ETF in Q2 2023 and has held it in 7 quarters since.
RE Dickinson Investment Advisors's First Trust Capital Strength ETF position peaked at $7.17K in Q3 2024.
539 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.