Winthrop Advisory Group’s First Trust Capital Strength ETF FTCS Stock Holding History

Winthrop Advisory Group’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
2022 Q2	–	Sell	-2,993	Closed	-$234K	–	133
2022 Q1	$234K	Sell	2,993 -79	-3%	-$6.14K	0.05%	119
2021 Q4	$260K	Buy	3,072 +3	+0.1%	+$241	0.05%	113
2021 Q3	$230K	Buy	3,069 +3	+0.1%	+$234	0.05%	120
2021 Q2	$232K	Sell	3,066 -390	-11%	-$29K	0.05%	119
2021 Q1	$245K	Sell	3,456 -689	-17%	-$46.9K	0.06%	111
2020 Q4	$280K	Buy	+4,145	New	+$271K	0.07%	100

Other funds holding FTCS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Winthrop Advisory Group's FTCS Position: Q2 2022 in Review

Winthrop Advisory Group sold out of First Trust Capital Strength ETF (FTCS) in Q2 2022, closing a stake of 2,993 shares — an estimated $234K sold.

Winthrop Advisory Group first reported a position in FTCS in Q4 2020 and held it in 6 quarters. The position peaked at $280K in Q4 2020. 361 funds tracked by Wall St. Rank hold FTCS as of Q2 2022.

Winthrop Advisory Group reported no remaining First Trust Capital Strength ETF position as of Q2 2022 after selling out during the quarter.
Winthrop Advisory Group sold 2,993 First Trust Capital Strength ETF shares in Q2 2022, an estimated $234K.
Winthrop Advisory Group first reported a position in First Trust Capital Strength ETF in Q4 2020 and held it in 6 quarters.
Winthrop Advisory Group's First Trust Capital Strength ETF position peaked at $280K in Q4 2020.
361 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2022.

Based on Winthrop Advisory Group's 13F filing for Q2 2022, filed 21 Jul 2022.