Tallon Kerry Patrick’s First Trust Capital Strength ETF FTCS Stock Holding History

Tallon Kerry Patrick’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 Q4	$285K	Buy	+3,263	New	+$297K	0.27%	64

Other funds holding FTCS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Tallon Kerry Patrick's FTCS Position: Q4 2024 in Review

Tallon Kerry Patrick opened a new position in First Trust Capital Strength ETF (FTCS) in Q4 2024: 3,263 shares worth $285K. The stake represents 0.27% of the portfolio and ranks #64 among its holdings.

539 funds tracked by Wall St. Rank hold FTCS as of Q4 2024.

Tallon Kerry Patrick held 3,263 shares of First Trust Capital Strength ETF worth $285K as of Q4 2024.
First Trust Capital Strength ETF was a new Tallon Kerry Patrick position in Q4 2024.
First Trust Capital Strength ETF made up 0.27% of Tallon Kerry Patrick's portfolio in Q4 2024, its #64 holding.
539 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q4 2024.

Based on Tallon Kerry Patrick's 13F filing for Q4 2024, filed 15 Jan 2025.