True Link Financial Advisors’s First Trust Capital Strength ETF FTCS Stock Holding History

True Link Financial 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 Q4	–	Sell	-12,714	Closed	-$936K	–	74
2023 Q3	$936K	Hold	12,714	–	–	0.11%	53
2023 Q2	$955K	Hold	12,714	–	–	0.12%	55
2023 Q1	$927K	Hold	12,714	–	–	0.12%	58
2022 Q4	$953K	Hold	12,714	–	–	0.13%	53
2022 Q3	$844K	Hold	12,714	–	–	0.12%	62
2022 Q2	$889K	Hold	12,714	–	–	0.13%	63
2022 Q1	$994K	Buy	+12,714	New	+$989K	0.14%	58

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

True Link Financial Advisors's FTCS Position: Q4 2023 in Review

True Link Financial Advisors sold out of First Trust Capital Strength ETF (FTCS) in Q4 2023, closing a stake of 12,714 shares — an estimated $936K sold.

True Link Financial Advisors first reported a position in FTCS in Q1 2022 and held it in 7 quarters. The position peaked at $994K in Q1 2022. 463 funds tracked by Wall St. Rank hold FTCS as of Q4 2023.

True Link Financial Advisors reported no remaining First Trust Capital Strength ETF position as of Q4 2023 after selling out during the quarter.
True Link Financial Advisors sold 12,714 First Trust Capital Strength ETF shares in Q4 2023, an estimated $936K.
True Link Financial Advisors first reported a position in First Trust Capital Strength ETF in Q1 2022 and held it in 7 quarters.
True Link Financial Advisors's First Trust Capital Strength ETF position peaked at $994K in Q1 2022.
463 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q4 2023.

Based on True Link Financial Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.