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Wealthspan Partners’s First Trust Capital Strength ETF FTCS Stock Holding History

Wealthspan Partners’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
-4,138
Closed -$311K – 78
2023
Q2 		$311K Sell
4,138
-575
-12% -$42.1K 0.25% 63
2023
Q1 		$344K Buy
+4,713
New +$348K 0.29% 56

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Cetera Investment Advisers
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UBS Group
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Wealthspan Partners's FTCS Position: Q3 2023 in Review

Wealthspan Partners sold out of First Trust Capital Strength ETF (FTCS) in Q3 2023, closing a stake of 4,138 shares — an estimated $311K sold.

Wealthspan Partners first reported a position in FTCS in Q1 2023 and held it in 2 quarters. The position peaked at $344K in Q1 2023. 413 funds tracked by Wall St. Rank hold FTCS as of Q3 2023.

  • Wealthspan Partners reported no remaining First Trust Capital Strength ETF position as of Q3 2023 after selling out during the quarter.
  • Wealthspan Partners sold 4,138 First Trust Capital Strength ETF shares in Q3 2023, an estimated $311K.
  • Wealthspan Partners first reported a position in First Trust Capital Strength ETF in Q1 2023 and held it in 2 quarters.
  • Wealthspan Partners's First Trust Capital Strength ETF position peaked at $344K in Q1 2023.
  • 413 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q3 2023.

Based on Wealthspan Partners's 13F filing for Q3 2023, filed 1 Nov 2023.