Wipfli Financial Advisors’s First Trust Capital Strength ETF FTCS Stock Holding History

Wipfli Financial Advisors’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 Q3	$109K	Buy	+1,648	New	+$118K	0.01%	685

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

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

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

Wipfli Financial Advisors's FTCS Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in First Trust Capital Strength ETF (FTCS) in Q3 2022: 1,648 shares worth $109K. The stake represents 0.01% of the portfolio and ranks #685 among its holdings.

359 funds tracked by Wall St. Rank hold FTCS as of Q3 2022.

Wipfli Financial Advisors held 1,648 shares of First Trust Capital Strength ETF worth $109K as of Q3 2022.
First Trust Capital Strength ETF was a new Wipfli Financial Advisors position in Q3 2022.
First Trust Capital Strength ETF made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #685 holding.
359 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.