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

Retirement 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
2023
Q4 		– Sell
-585
Closed -$43.1K – 840
2023
Q3 		$43.1K Buy
585
+100
+21% +$7.57K 0.02% 224
2023
Q2 		$36.4K Buy
485
+50
+11% +$3.66K 0.02% 241
2023
Q1 		$32K Buy
+435
New +$32.1K 0.01% 239

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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Retirement Group's FTCS Position: Q4 2023 in Review

Retirement Group sold out of First Trust Capital Strength ETF (FTCS) in Q4 2023, closing a stake of 585 shares — an estimated $43.1K sold.

Retirement Group first reported a position in FTCS in Q1 2023 and held it in 3 quarters. The position peaked at $43.1K in Q3 2023. 462 funds tracked by Wall St. Rank hold FTCS as of Q4 2023.

  • Retirement Group reported no remaining First Trust Capital Strength ETF position as of Q4 2023 after selling out during the quarter.
  • Retirement Group sold 585 First Trust Capital Strength ETF shares in Q4 2023, an estimated $43.1K.
  • Retirement Group first reported a position in First Trust Capital Strength ETF in Q1 2023 and held it in 3 quarters.
  • Retirement Group's First Trust Capital Strength ETF position peaked at $43.1K in Q3 2023.
  • 462 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q4 2023.

Based on Retirement Group's 13F filing for Q4 2023, filed 14 Feb 2024.