UAG
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United Advisor Group’s First Trust Capital Strength ETF FTCS Stock Holding History

United Advisor Group’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 		– Sell
-4,242
Closed -$385K – 374
2024
Q3 		$385K Buy
4,242
+626
+17% +$54.9K 0.09% 231
2024
Q2 		$304K Buy
+3,616
New +$302K 0.09% 196

Other funds holding FTCS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

United Advisor Group's FTCS Position: Q4 2024 in Review

United Advisor Group sold out of First Trust Capital Strength ETF (FTCS) in Q4 2024, closing a stake of 4,242 shares — an estimated $385K sold.

United Advisor Group first reported a position in FTCS in Q2 2024 and held it in 2 quarters. The position peaked at $385K in Q3 2024. 539 funds tracked by Wall St. Rank hold FTCS as of Q4 2024.

  • United Advisor Group reported no remaining First Trust Capital Strength ETF position as of Q4 2024 after selling out during the quarter.
  • United Advisor Group sold 4,242 First Trust Capital Strength ETF shares in Q4 2024, an estimated $385K.
  • United Advisor Group first reported a position in First Trust Capital Strength ETF in Q2 2024 and held it in 2 quarters.
  • United Advisor Group's First Trust Capital Strength ETF position peaked at $385K in Q3 2024.
  • 539 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q4 2024.

Based on United Advisor Group's 13F filing for Q4 2024, filed 24 Feb 2025.