Zacks Investment Management’s First Trust Capital Strength ETF FTCS Stock Holding History

Zacks Investment Management’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 Q2	–	Sell	-4,296	Closed	-$368K	–	669
2024 Q1	$368K	Sell	4,296 -84	-2%	-$6.93K	﹤0.01%	516
2023 Q4	$351K	Buy	4,380 +111	+3%	+$8.45K	﹤0.01%	506
2023 Q3	$314K	Sell	4,269 -2,740	-39%	-$207K	﹤0.01%	503
2023 Q2	$526K	Buy	7,009 +4,232	+152%	+$310K	0.01%	455
2023 Q1	$203K	Buy	2,777 +4	+0.1%	+$295	﹤0.01%	590
2022 Q4	$208K	Sell	2,773 -1,881	-40%	-$139K	﹤0.01%	562
2022 Q3	$309K	Buy	4,654 +1,234	+36%	+$88.7K	﹤0.01%	481
2022 Q2	$239K	Buy	+3,420	New	+$251K	﹤0.01%	521

Other funds holding FTCS

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return