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WealthPlan Investment Management’s First Trust Capital Strength ETF FTCS Stock Holding History

WealthPlan Investment Management’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
2023
Q3 		– Sell
-329
Closed -$24.7K – 225
2023
Q2 		$24.7K Hold
329
– – 0.01% 233
2023
Q1 		$24K Buy
+329
New +$24.3K ﹤0.01% 286
2022
Q1 		$358K Buy
+4,833
New +$376K 0.02% 294

Other funds holding FTCS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

WealthPlan Investment Management's FTCS Position: Q3 2023 in Review

WealthPlan Investment Management sold out of First Trust Capital Strength ETF (FTCS) in Q3 2023, closing a stake of 329 shares — an estimated $24.7K sold.

WealthPlan Investment Management first reported a position in FTCS in Q1 2022 and held it in 3 quarters. The position peaked at $358K in Q1 2022. 413 funds tracked by Wall St. Rank hold FTCS as of Q3 2023.

  • WealthPlan Investment Management reported no remaining First Trust Capital Strength ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 329 First Trust Capital Strength ETF shares in Q3 2023, an estimated $24.7K.
  • WealthPlan Investment Management first reported a position in First Trust Capital Strength ETF in Q1 2022 and held it in 3 quarters.
  • WealthPlan Investment Management's First Trust Capital Strength ETF position peaked at $358K in Q1 2022.
  • 413 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.