Salem Investment Counselors’s First Trust Capital Strength ETF FTCS Stock Holding History

Salem Investment Counselors’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	–	Sell	-32	Closed	-$2K	–	1116
2022 Q3	$2K	Hold	32	–	–	﹤0.01%	947
2022 Q2	$2K	Sell	32 -1	-3%	-$74	﹤0.01%	973
2022 Q1	$3K	Hold	33	–	–	﹤0.01%	890
2021 Q4	$3K	Hold	33	–	–	﹤0.01%	969
2021 Q3	$2K	Hold	33	–	–	﹤0.01%	908
2021 Q2	$2K	Hold	33	–	–	﹤0.01%	833
2021 Q1	$2K	Buy	+33	New	+$2.24K	﹤0.01%	803

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Salem Investment Counselors's FTCS Position: Q4 2022 in Review

Salem Investment Counselors sold out of First Trust Capital Strength ETF (FTCS) in Q4 2022, closing a stake of 32 shares — an estimated $2K sold.

Salem Investment Counselors first reported a position in FTCS in Q1 2021 and held it in 7 quarters. The position peaked at $3K in Q1 2022. 403 funds tracked by Wall St. Rank hold FTCS as of Q4 2022.

Salem Investment Counselors reported no remaining First Trust Capital Strength ETF position as of Q4 2022 after selling out during the quarter.
Salem Investment Counselors sold 32 First Trust Capital Strength ETF shares in Q4 2022, an estimated $2K.
Salem Investment Counselors first reported a position in First Trust Capital Strength ETF in Q1 2021 and held it in 7 quarters.
Salem Investment Counselors's First Trust Capital Strength ETF position peaked at $3K in Q1 2022.
403 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q4 2022.

Based on Salem Investment Counselors's 13F filing for Q4 2022, filed 15 Feb 2023.