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 $1.89T 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

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 Zurich, Switzerland $786B AUM 40.34% 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

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

Vishria Bird Financial Group's FTCS Position: Q1 2021 in Review

Vishria Bird Financial Group sold out of First Trust Capital Strength ETF (FTCS) in Q1 2021, closing a stake of 96,353 shares — an estimated $6.5M sold.

Vishria Bird Financial Group first reported a position in FTCS in Q1 2019 and held it in 6 quarters. The position peaked at $6.5M in Q4 2020. 291 funds tracked by Wall St. Rank hold FTCS as of Q1 2021.

Vishria Bird Financial Group reported no remaining First Trust Capital Strength ETF position as of Q1 2021 after selling out during the quarter.
Vishria Bird Financial Group sold 96,353 First Trust Capital Strength ETF shares in Q1 2021, an estimated $6.5M.
Vishria Bird Financial Group first reported a position in First Trust Capital Strength ETF in Q1 2019 and held it in 6 quarters.
Vishria Bird Financial Group's First Trust Capital Strength ETF position peaked at $6.5M in Q4 2020.
291 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q1 2021.

Based on Vishria Bird Financial Group's 13F filing for Q1 2021, filed 27 Apr 2021.