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 $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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Zacks Investment Management's FTCS Position: Q2 2024 in Review

Zacks Investment Management sold out of First Trust Capital Strength ETF (FTCS) in Q2 2024, closing a stake of 4,296 shares — an estimated $368K sold.

Zacks Investment Management first reported a position in FTCS in Q2 2022 and held it in 8 quarters. The position peaked at $526K in Q2 2023. 471 funds tracked by Wall St. Rank hold FTCS as of Q2 2024.

Zacks Investment Management reported no remaining First Trust Capital Strength ETF position as of Q2 2024 after selling out during the quarter.
Zacks Investment Management sold 4,296 First Trust Capital Strength ETF shares in Q2 2024, an estimated $368K.
Zacks Investment Management first reported a position in First Trust Capital Strength ETF in Q2 2022 and held it in 8 quarters.
Zacks Investment Management's First Trust Capital Strength ETF position peaked at $526K in Q2 2023.
471 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2024.

Based on Zacks Investment Management's 13F filing for Q2 2024, filed 14 Aug 2024.