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

United Capital 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
2024 Q1	–	Sell	-7,056	Closed	-$565K	–	1099
2023 Q4	$565K	Sell	7,056 -1,289	-15%	-$98.1K	﹤0.01%	693
2023 Q3	$614K	Buy	8,345 +1,030	+14%	+$77.9K	﹤0.01%	601
2023 Q2	$549K	Hold	7,315	–	–	﹤0.01%	669
2023 Q1	$534K	Buy	+7,315	New	+$539K	﹤0.01%	713
2021 Q3	–	Sell	-2,758	Closed	-$208K	–	1215
2021 Q2	$208K	Buy	+2,758	New	+$205K	﹤0.01%	1152

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

United Capital Financial Advisors's FTCS Position: Q1 2024 in Review

United Capital Financial Advisors sold out of First Trust Capital Strength ETF (FTCS) in Q1 2024, closing a stake of 7,056 shares — an estimated $565K sold.

United Capital Financial Advisors first reported a position in FTCS in Q2 2021 and held it in 5 quarters. The position peaked at $614K in Q3 2023. 473 funds tracked by Wall St. Rank hold FTCS as of Q1 2024.

United Capital Financial Advisors reported no remaining First Trust Capital Strength ETF position as of Q1 2024 after selling out during the quarter.
United Capital Financial Advisors sold 7,056 First Trust Capital Strength ETF shares in Q1 2024, an estimated $565K.
United Capital Financial Advisors first reported a position in First Trust Capital Strength ETF in Q2 2021 and held it in 5 quarters.
United Capital Financial Advisors's First Trust Capital Strength ETF position peaked at $614K in Q3 2023.
473 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q1 2024.

Based on United Capital Financial Advisors's 13F filing for Q1 2024, filed 15 May 2024.