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

Westside 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
2020 Q3	–	Sell	-700	Closed	-$40	–	683
2020 Q2	$40	Hold	700	–	–	﹤0.01%	347
2020 Q1	$34	Buy	+700	New	+$40.4K	﹤0.01%	360
2019 Q2	$39K	Buy	+700	New	+$38.6K	0.01%	331
2018 Q4	$33.8K	Buy	+700	New	+$36.1K	0.01%	335
2018 Q3	–	Sell	-700	Closed	-$35.8K	–	752
2018 Q2	$35.8K	Hold	700	–	–	0.01%	325
2018 Q1	$34.7K	Hold	700	–	–	0.02%	311
2017 Q4	$36.7K	Hold	700	–	–	0.02%	314
2017 Q3	$33.6K	Hold	700	–	–	0.02%	314
2017 Q2	$32K	Buy	+700	New	+$31.6K	0.02%	316

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Westside Investment Management's FTCS Position: Q3 2020 in Review

Westside Investment Management sold out of First Trust Capital Strength ETF (FTCS) in Q3 2020, closing a stake of 700 shares — an estimated $40 sold.

Westside Investment Management first reported a position in FTCS in Q2 2017 and held it in 9 quarters. The position peaked at $39K in Q2 2019. 229 funds tracked by Wall St. Rank hold FTCS as of Q3 2020.

Westside Investment Management reported no remaining First Trust Capital Strength ETF position as of Q3 2020 after selling out during the quarter.
Westside Investment Management sold 700 First Trust Capital Strength ETF shares in Q3 2020, an estimated $40.
Westside Investment Management first reported a position in First Trust Capital Strength ETF in Q2 2017 and held it in 9 quarters.
Westside Investment Management's First Trust Capital Strength ETF position peaked at $39K in Q2 2019.
229 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q3 2020.

Based on Westside Investment Management's 13F filing for Q3 2020, filed 14 Oct 2020.