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

Sutton 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
2023 Q3	$5.3K	Hold	72	–	–	﹤0.01%	576
2023 Q2	$5.41K	Hold	72	–	–	﹤0.01%	550
2023 Q1	$5.25K	Buy	+72	New	+$5.31K	﹤0.01%	513

Other funds holding FTCS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Sutton Wealth Advisors's FTCS Position: Q3 2023 in Review

Sutton Wealth Advisors held its First Trust Capital Strength ETF (FTCS) position steady in Q3 2023 at 72 shares worth $5.3K. The position accounts for ﹤0.01% of the portfolio, ranked #576.

Sutton Wealth Advisors first reported a position in FTCS in Q1 2023 and has held it in 3 quarters since. The position peaked at $5.41K in Q2 2023. 413 funds tracked by Wall St. Rank hold FTCS as of Q3 2023.

Sutton Wealth Advisors held 72 shares of First Trust Capital Strength ETF worth $5.3K as of Q3 2023.
Sutton Wealth Advisors left its First Trust Capital Strength ETF share count unchanged in Q3 2023.
First Trust Capital Strength ETF made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #576 holding.
Sutton Wealth Advisors first reported a position in First Trust Capital Strength ETF in Q1 2023 and has held it in 3 quarters since.
Sutton Wealth Advisors's First Trust Capital Strength ETF position peaked at $5.41K in Q2 2023.
413 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.