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San Luis Wealth Advisors’s First Trust Capital Strength ETF FTCS Stock Holding History

San Luis Wealth 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
2022
Q2 		– Sell
-363
Closed -$31K – 208
2022
Q1 		$31K Buy
+363
New +$28.2K 0.02% 275

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RJFSA
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RJA
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Bank of America
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

San Luis Wealth Advisors's FTCS Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of First Trust Capital Strength ETF (FTCS) in Q2 2022, closing a stake of 363 shares — an estimated $31K sold.

San Luis Wealth Advisors first reported a position in FTCS in Q1 2022 and held it in 1 quarter. The position peaked at $31K in Q1 2022. 361 funds tracked by Wall St. Rank hold FTCS as of Q2 2022.

  • San Luis Wealth Advisors reported no remaining First Trust Capital Strength ETF position as of Q2 2022 after selling out during the quarter.
  • San Luis Wealth Advisors sold 363 First Trust Capital Strength ETF shares in Q2 2022, an estimated $31K.
  • San Luis Wealth Advisors first reported a position in First Trust Capital Strength ETF in Q1 2022 and held it in 1 quarter.
  • San Luis Wealth Advisors's First Trust Capital Strength ETF position peaked at $31K in Q1 2022.
  • 361 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.