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

Ten Capital 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 Q2	$245K	Sell	3,275 -508	-13%	-$37.2K	0.07%	112
2023 Q1	$276K	Buy	3,783 +5	+0.1%	+$369	0.09%	84
2022 Q4	$283K	Sell	3,778 -123	-3%	-$9.08K	0.11%	68
2022 Q3	$259K	Sell	3,901 -207	-5%	-$14.9K	0.12%	65
2022 Q2	$287K	Hold	4,108	–	–	0.12%	58
2022 Q1	$321K	Sell	4,108 -452	-10%	-$35.1K	0.13%	57
2021 Q4	$386K	Sell	4,560 -93	-2%	-$7.46K	0.16%	46
2021 Q3	$348K	Sell	4,653 -114	-2%	-$8.88K	0.16%	45
2021 Q2	$360K	Sell	4,767 -30	-0.6%	-$2.23K	0.08%	107
2021 Q1	$339K	Sell	4,797 -1,002	-17%	-$68.2K	0.08%	109
2020 Q4	$391K	Sell	5,799 -866	-13%	-$56.6K	0.11%	98
2020 Q3	$422K	Buy	+6,665	New	+$417K	0.14%	78

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

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

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

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

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

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

Ten Capital Wealth Advisors's FTCS Position: Q2 2023 in Review

Ten Capital Wealth Advisors reduced its First Trust Capital Strength ETF (FTCS) stake by 13% in Q2 2023, selling an estimated $37.2K and leaving 3,275 shares worth $245K. The position accounts for 0.07% of the portfolio, ranked #112.

Ten Capital Wealth Advisors first reported a position in FTCS in Q3 2020 and has held it in 12 quarters since. The position peaked at $422K in Q3 2020. 422 funds tracked by Wall St. Rank hold FTCS as of Q2 2023.

Ten Capital Wealth Advisors held 3,275 shares of First Trust Capital Strength ETF worth $245K as of Q2 2023.
Ten Capital Wealth Advisors sold 508 First Trust Capital Strength ETF shares in Q2 2023, an estimated $37.2K.
First Trust Capital Strength ETF made up 0.07% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #112 holding.
Ten Capital Wealth Advisors first reported a position in First Trust Capital Strength ETF in Q3 2020 and has held it in 12 quarters since.
Ten Capital Wealth Advisors's First Trust Capital Strength ETF position peaked at $422K in Q3 2020.
422 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.