SFS
FTCS icon

Stiles Financial Services’s First Trust Capital Strength ETF FTCS Stock Holding History

Stiles 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 		– Sell
-6,156
Closed -$294K – 182
2022
Q3 		$294K Buy
+6,156
New +$442K 0.18% 128

Other funds holding FTCS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stiles Financial Services's FTCS Position: Q4 2022 in Review

Stiles Financial Services sold out of First Trust Capital Strength ETF (FTCS) in Q4 2022, closing a stake of 6,156 shares — an estimated $294K sold.

Stiles Financial Services first reported a position in FTCS in Q3 2022 and held it in 1 quarter. The position peaked at $294K in Q3 2022. 403 funds tracked by Wall St. Rank hold FTCS as of Q4 2022.

  • Stiles Financial Services reported no remaining First Trust Capital Strength ETF position as of Q4 2022 after selling out during the quarter.
  • Stiles Financial Services sold 6,156 First Trust Capital Strength ETF shares in Q4 2022, an estimated $294K.
  • Stiles Financial Services first reported a position in First Trust Capital Strength ETF in Q3 2022 and held it in 1 quarter.
  • Stiles Financial Services's First Trust Capital Strength ETF position peaked at $294K in Q3 2022.
  • 403 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q4 2022.

Based on Stiles Financial Services's 13F filing for Q4 2022, filed 27 Jan 2023.