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Second Half Financial Partners’s First Trust Capital Strength ETF FTCS Stock Holding History

Second Half Financial Partners’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
Q3 		– Sell
-56,428
Closed -$4.24M – 69
2023
Q2 		$4.24M Buy
+56,428
New +$4.13M 0.97% 26

Other funds holding FTCS

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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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

Second Half Financial Partners's FTCS Position: Q3 2023 in Review

Second Half Financial Partners sold out of First Trust Capital Strength ETF (FTCS) in Q3 2023, closing a stake of 56,428 shares — an estimated $4.24M sold.

Second Half Financial Partners first reported a position in FTCS in Q2 2023 and held it in 1 quarter. The position peaked at $4.24M in Q2 2023. 413 funds tracked by Wall St. Rank hold FTCS as of Q3 2023.

  • Second Half Financial Partners reported no remaining First Trust Capital Strength ETF position as of Q3 2023 after selling out during the quarter.
  • Second Half Financial Partners sold 56,428 First Trust Capital Strength ETF shares in Q3 2023, an estimated $4.24M.
  • Second Half Financial Partners first reported a position in First Trust Capital Strength ETF in Q2 2023 and held it in 1 quarter.
  • Second Half Financial Partners's First Trust Capital Strength ETF position peaked at $4.24M in Q2 2023.
  • 413 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q3 2023.

Based on Second Half Financial Partners's 13F filing for Q3 2023, filed 3 Nov 2023.