Vishria Bird Financial Group’s First Trust Capital Strength ETF FTCS Stock Holding History

Vishria Bird Financial 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
2021 Q1	–	Sell	-96,353	Closed	-$6.5M	–	55
2020 Q4	$6.5M	Buy	96,353 +2,208	+2%	+$144K	3.71%	12
2020 Q3	$5.96M	Buy	94,145 +1,508	+2%	+$94.2K	3.75%	11
2020 Q2	$5.41M	Sell	92,637 -3,237	-3%	-$181K	4.23%	9
2020 Q1	$4.76M	Buy	+95,874	New	+$5.53M	4.99%	8
2019 Q4	–	Sell	-82,478	Closed	-$4.68M	–	50
2019 Q3	$4.68M	Buy	+82,478	New	+$4.69M	5.36%	8
2019 Q2	–	Sell	-73,481	Closed	-$3.97M	–	52
2019 Q1	$3.97M	Buy	+73,481	New	+$3.81M	4.02%	12

Other funds holding FTCS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B 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

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return