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USCA RIA’s First Trust Capital Strength ETF FTCS Stock Holding History

USCA RIA’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
2021
Q1 		– Sell
-10,816
Closed -$730K – 535
2020
Q4 		$730K Buy
+10,816
New +$707K 0.05% 272

Other funds holding FTCS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

USCA RIA's FTCS Position: Q1 2021 in Review

USCA RIA sold out of First Trust Capital Strength ETF (FTCS) in Q1 2021, closing a stake of 10,816 shares — an estimated $730K sold.

USCA RIA first reported a position in FTCS in Q4 2020 and held it in 1 quarter. The position peaked at $730K in Q4 2020. 291 funds tracked by Wall St. Rank hold FTCS as of Q1 2021.

  • USCA RIA reported no remaining First Trust Capital Strength ETF position as of Q1 2021 after selling out during the quarter.
  • USCA RIA sold 10,816 First Trust Capital Strength ETF shares in Q1 2021, an estimated $730K.
  • USCA RIA first reported a position in First Trust Capital Strength ETF in Q4 2020 and held it in 1 quarter.
  • USCA RIA's First Trust Capital Strength ETF position peaked at $730K in Q4 2020.
  • 291 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q1 2021.

Based on USCA RIA's 13F filing for Q1 2021, filed 27 Apr 2021.