Zimmermann Investment Management & Planning’s First Trust Capital Strength ETF FTCS Stock Holding History

Zimmermann Investment Management & Planning’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
2023 Q3	–	Sell	-2,742	Closed	-$206K	–	111
2023 Q2	$206K	Sell	2,742 -19,379	-88%	-$1.42M	0.1%	102
2023 Q1	$1.61M	Sell	22,121 -5,829	-21%	-$430K	0.84%	36
2022 Q4	$2.09M	Buy	+27,950	New	+$2.06M	1.21%	26

Other funds holding FTCS

LPL Financial San Diego, California $377B 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 $530B AUM 22.01% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Zimmermann Investment Management & Planning's FTCS Position: Q3 2023 in Review

Zimmermann Investment Management & Planning sold out of First Trust Capital Strength ETF (FTCS) in Q3 2023, closing a stake of 2,742 shares — an estimated $206K sold.

Zimmermann Investment Management & Planning first reported a position in FTCS in Q4 2022 and held it in 3 quarters. The position peaked at $2.09M in Q4 2022. 413 funds tracked by Wall St. Rank hold FTCS as of Q3 2023.

Zimmermann Investment Management & Planning reported no remaining First Trust Capital Strength ETF position as of Q3 2023 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 2,742 First Trust Capital Strength ETF shares in Q3 2023, an estimated $206K.
Zimmermann Investment Management & Planning first reported a position in First Trust Capital Strength ETF in Q4 2022 and held it in 3 quarters.
Zimmermann Investment Management & Planning's First Trust Capital Strength ETF position peaked at $2.09M in Q4 2022.
413 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q3 2023.

Based on Zimmermann Investment Management & Planning's 13F filing for Q3 2023, filed 31 Oct 2023.