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

TRUE Private 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
2020 Q2	–	Sell	-357	Closed	-$17K	–	704
2020 Q1	$17K	Sell	357 -12,070	-97%	-$697K	﹤0.01%	392
2019 Q4	$750K	Buy	12,427 +332	+3%	+$19.3K	0.12%	102
2019 Q3	$686K	Buy	12,095 +397	+3%	+$22.6K	0.12%	99
2019 Q2	$660K	Buy	+11,698	New	+$645K	0.11%	102

Other funds holding FTCS

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

LPL Financial San Diego, California $445B AUM 25.58% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TRUE Private Wealth Advisors's FTCS Position: Q2 2020 in Review

TRUE Private Wealth Advisors sold out of First Trust Capital Strength ETF (FTCS) in Q2 2020, closing a stake of 357 shares — an estimated $17K sold.

TRUE Private Wealth Advisors first reported a position in FTCS in Q2 2019 and held it in 4 quarters. The position peaked at $750K in Q4 2019. 221 funds tracked by Wall St. Rank hold FTCS as of Q2 2020.

TRUE Private Wealth Advisors reported no remaining First Trust Capital Strength ETF position as of Q2 2020 after selling out during the quarter.
TRUE Private Wealth Advisors sold 357 First Trust Capital Strength ETF shares in Q2 2020, an estimated $17K.
TRUE Private Wealth Advisors first reported a position in First Trust Capital Strength ETF in Q2 2019 and held it in 4 quarters.
TRUE Private Wealth Advisors's First Trust Capital Strength ETF position peaked at $750K in Q4 2019.
221 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2020, filed 7 Jul 2020.