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Winslow Evans & Crocker’s First Trust Capital Strength ETF FTCS Stock Holding History

Winslow Evans & Crocker’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
Q4 		$1.73M Buy
25,675
+18,408
+253% +$1.2M 0.33% 67
2020
Q3 		$460K Sell
7,267
-3,078
-30% -$192K 0.11% 173
2020
Q2 		$604K Buy
10,345
+6,659
+181% +$372K 0.16% 133
2020
Q1 		$186K Sell
3,686
-5,294
-59% -$306K 0.06% 252
2019
Q4 		$544K Buy
8,980
+200
+2% +$11.7K 0.14% 156
2019
Q3 		$500K Buy
8,780
+1,334
+18% +$75.9K 0.14% 162
2019
Q2 		$422K Buy
7,446
+2,600
+54% +$143K 0.12% 193
2019
Q1 		$264K Buy
4,846
+496
+11% +$25.7K 0.08% 260
2018
Q4 		$212K Buy
4,350
+1,600
+58% +$82.6K 0.07% 259
2018
Q3 		$154K Buy
2,750
+94
+4% +$5.04K 0.05% 297
2018
Q2 		$138K Buy
2,656
+200
+8% +$10.3K 0.04% 317
2018
Q1 		$124K Buy
2,456
+326
+15% +$17K 0.04% 316
2017
Q4 		$109K Buy
2,130
+1,530
+255% +$75.9K 0.03% 353
2017
Q3 		$28.4K Sell
600
-1,050
-64% -$48.8K 0.01% 585
2017
Q2 		$75.2K Hold
1,650
– – 0.02% 474
2017
Q1 		$72.1K Hold
1,650
– – 0.02% 471
2016
Q4 		$67.3K Hold
1,650
– – 0.02% 467
2016
Q3 		$66.2K Buy
1,650
+600
+57% +$24.3K 0.02% 485
2016
Q2 		$41.7K Buy
1,050
+150
+17% +$5.93K 0.01% 557
2016
Q1 		$35.5K Hold
900
– – 0.01% 574
2015
Q4 		$34.4K Buy
+900
New +$34.3K 0.01% 614

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Winslow Evans & Crocker's FTCS Position: Q4 2020 in Review

Winslow Evans & Crocker increased its First Trust Capital Strength ETF (FTCS) stake by 253% in Q4 2020, buying an estimated $1.2M and bringing the position to 25,675 shares worth $1.73M. The position accounts for 0.33% of the portfolio, ranked #67.

Winslow Evans & Crocker first reported a position in FTCS in Q4 2015 and has held it in 21 quarters since. 286 funds tracked by Wall St. Rank hold FTCS as of Q4 2020.

  • Winslow Evans & Crocker held 25,675 shares of First Trust Capital Strength ETF worth $1.73M as of Q4 2020.
  • Winslow Evans & Crocker bought 18,408 First Trust Capital Strength ETF shares in Q4 2020, an estimated $1.2M.
  • First Trust Capital Strength ETF made up 0.33% of Winslow Evans & Crocker's portfolio in Q4 2020, its #67 holding.
  • Winslow Evans & Crocker first reported a position in First Trust Capital Strength ETF in Q4 2015 and has held it in 21 quarters since.
  • 286 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.