S.C. Financial Services’s First Trust Capital Strength ETF FTCS Stock Holding History

S.C. Financial Services’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 Q4	$379K	Sell	5,057 -70	-1%	-$5.17K	0.58%	57
2022 Q3	$341K	Sell	5,127 -1,396	-21%	-$100K	0.54%	69
2022 Q2	$456K	Buy	6,523 +902	+16%	+$66.3K	0.7%	47
2022 Q1	$440K	Buy	5,621 +139	+3%	+$10.8K	0.56%	59
2021 Q4	$446K	Buy	+5,482	New	+$440K	0.51%	62

Other funds holding FTCS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

S.C. Financial Services's FTCS Position: Q4 2022 in Review

S.C. Financial Services reduced its First Trust Capital Strength ETF (FTCS) stake by 1.4% in Q4 2022, selling an estimated $5.17K and leaving 5,057 shares worth $379K. The position accounts for 0.58% of the portfolio, ranked #57.

S.C. Financial Services first reported a position in FTCS in Q4 2021 and has held it in 5 quarters since. The position peaked at $456K in Q2 2022. 403 funds tracked by Wall St. Rank hold FTCS as of Q4 2022.

S.C. Financial Services held 5,057 shares of First Trust Capital Strength ETF worth $379K as of Q4 2022.
S.C. Financial Services sold 70 First Trust Capital Strength ETF shares in Q4 2022, an estimated $5.17K.
First Trust Capital Strength ETF made up 0.58% of S.C. Financial Services's portfolio in Q4 2022, its #57 holding.
S.C. Financial Services first reported a position in First Trust Capital Strength ETF in Q4 2021 and has held it in 5 quarters since.
S.C. Financial Services's First Trust Capital Strength ETF position peaked at $456K in Q2 2022.
403 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q4 2022.

Based on S.C. Financial Services's 13F filing for Q4 2022, filed 20 Jan 2023.