Perissos Private Wealth Management LLC cut its holdings in shares of First Trust Capital Strength ETF (NASDAQ:FTCS – Free Report) by 0.7% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 35,884 shares of the company’s stock after selling 260 shares during the quarter. First Trust Capital Strength ETF comprises 2.7% of Perissos Private Wealth Management LLC’s investment portfolio, making the stock its 8th biggest position. Perissos Private Wealth Management LLC’s holdings in First Trust Capital Strength ETF were worth $3,016,000 as of its most recent SEC filing.
Other large investors also recently bought and sold shares of the company. ORBA Wealth Advisors L.L.C. acquired a new stake in shares of First Trust Capital Strength ETF in the 4th quarter worth $4,227,000. Holistic Financial Partners grew its holdings in shares of First Trust Capital Strength ETF by 6.9% in the fourth quarter. Holistic Financial Partners now owns 104,230 shares of the company’s stock valued at $8,343,000 after purchasing an additional 6,694 shares during the period. Quaker Wealth Management LLC increased its position in First Trust Capital Strength ETF by 0.3% during the fourth quarter. Quaker Wealth Management LLC now owns 54,288 shares of the company’s stock worth $4,345,000 after purchasing an additional 174 shares during the last quarter. ICA Group Wealth Management LLC raised its stake in First Trust Capital Strength ETF by 5.9% during the fourth quarter. ICA Group Wealth Management LLC now owns 92,608 shares of the company’s stock worth $7,413,000 after purchasing an additional 5,121 shares during the period. Finally, TFB Advisors LLC acquired a new position in First Trust Capital Strength ETF in the 1st quarter valued at about $249,000.
First Trust Capital Strength ETF Price Performance
First Trust Capital Strength ETF stock opened at $90.27 on Monday. The firm has a 50 day simple moving average of $87.36 and a 200-day simple moving average of $85.06. The stock has a market cap of $9.09 billion, a price-to-earnings ratio of 21.52 and a beta of 0.86. First Trust Capital Strength ETF has a 1-year low of $71.11 and a 1-year high of $90.82.
First Trust Capital Strength ETF Dividend Announcement
First Trust Capital Strength ETF Profile
First Trust Capital Strength ETF, formerly First Trust Strategic Value Index Fund, seeks investment results that correspond generally to the price and yield (before the Fund’s fees and expenses) of an equity index called the Credit Suisse U.S. Value Index, Powered by HOLT (the Index). The Index is developed, maintained and sponsored by Credit Suisse Securities (USA) LLC and Credit Suisse Group AG (collectively, the Index Provider).
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