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WFA of San Diego’s First Trust Capital Strength ETF FTCS Stock Holding History

WFA of San Diego’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
-14,920
Closed -$901K – 131
2020
Q2 		$901K Buy
+14,920
New +$834K 0.21% 108

Other funds holding FTCS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

WFA of San Diego's FTCS Position: Q3 2020 in Review

WFA of San Diego sold out of First Trust Capital Strength ETF (FTCS) in Q3 2020, closing a stake of 14,920 shares — an estimated $901K sold.

WFA of San Diego first reported a position in FTCS in Q2 2020 and held it in 1 quarter. The position peaked at $901K in Q2 2020. 229 funds tracked by Wall St. Rank hold FTCS as of Q3 2020.

  • WFA of San Diego reported no remaining First Trust Capital Strength ETF position as of Q3 2020 after selling out during the quarter.
  • WFA of San Diego sold 14,920 First Trust Capital Strength ETF shares in Q3 2020, an estimated $901K.
  • WFA of San Diego first reported a position in First Trust Capital Strength ETF in Q2 2020 and held it in 1 quarter.
  • WFA of San Diego's First Trust Capital Strength ETF position peaked at $901K in Q2 2020.
  • 229 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q3 2020.

Based on WFA of San Diego's 13F filing for Q3 2020, filed 6 Nov 2020.