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

Worth Financial 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
2024
Q1 		– Sell
-3,117
Closed -$249K – 140
2023
Q4 		$249K Buy
+3,117
New +$237K 0.2% 112

Other funds holding FTCS

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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Worth Financial Advisory Group's FTCS Position: Q1 2024 in Review

Worth Financial Advisory Group sold out of First Trust Capital Strength ETF (FTCS) in Q1 2024, closing a stake of 3,117 shares — an estimated $249K sold.

Worth Financial Advisory Group first reported a position in FTCS in Q4 2023 and held it in 1 quarter. The position peaked at $249K in Q4 2023. 473 funds tracked by Wall St. Rank hold FTCS as of Q1 2024.

  • Worth Financial Advisory Group reported no remaining First Trust Capital Strength ETF position as of Q1 2024 after selling out during the quarter.
  • Worth Financial Advisory Group sold 3,117 First Trust Capital Strength ETF shares in Q1 2024, an estimated $249K.
  • Worth Financial Advisory Group first reported a position in First Trust Capital Strength ETF in Q4 2023 and held it in 1 quarter.
  • Worth Financial Advisory Group's First Trust Capital Strength ETF position peaked at $249K in Q4 2023.
  • 473 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q1 2024.

Based on Worth Financial Advisory Group's 13F filing for Q1 2024, filed 30 Apr 2024.