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Steward Partners Investment Solutions’s First Trust Capital Strength ETF FTCS Stock Holding History

Steward Partners Investment Solutions’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
2024
Q1 		$330K Buy
3,850
+230
+6% +$19K 0.06% 201
2023
Q4 		$290K Buy
+3,620
New +$275K 0.12% 117

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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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Steward Partners Investment Solutions's FTCS Position: Q1 2024 in Review

Steward Partners Investment Solutions increased its First Trust Capital Strength ETF (FTCS) stake by 6.4% in Q1 2024, buying an estimated $19K and bringing the position to 3,850 shares worth $330K. The position accounts for 0.06% of the portfolio, ranked #201.

Steward Partners Investment Solutions first reported a position in FTCS in Q4 2023 and has held it in 2 quarters since. 473 funds tracked by Wall St. Rank hold FTCS as of Q1 2024.

  • Steward Partners Investment Solutions held 3,850 shares of First Trust Capital Strength ETF worth $330K as of Q1 2024.
  • Steward Partners Investment Solutions bought 230 First Trust Capital Strength ETF shares in Q1 2024, an estimated $19K.
  • First Trust Capital Strength ETF made up 0.06% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #201 holding.
  • Steward Partners Investment Solutions first reported a position in First Trust Capital Strength ETF in Q4 2023 and has held it in 2 quarters since.
  • 473 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.