Holos Integrated Wealth LLC Invests $1.11 Million in First Trust Capital Strength ETF $FTCS

Holos Integrated Wealth LLC purchased a new stake in First Trust Capital Strength ETF (NASDAQ:FTCS) during the 4th quarter, Holdings Channel.com reports. The fund purchased 11,944 shares of the company’s stock, valued at approximately $1,105,000. First Trust Capital Strength ETF makes up 0.6% of Holos Integrated Wealth LLC’s investment portfolio, making the stock its 25th biggest holding.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. Bank of America Corp DE lifted its position in First Trust Capital Strength ETF by 1.5% during the second quarter. Bank of America Corp DE now owns 1,714,227 shares of the company’s stock valued at $155,806,000 after buying an additional 25,024 shares in the last quarter. Ameriprise Financial Inc. increased its position in shares of First Trust Capital Strength ETF by 2.4% in the second quarter. Ameriprise Financial Inc. now owns 975,950 shares of the company’s stock worth $88,750,000 after acquiring an additional 22,849 shares in the last quarter. Jones Financial Companies Lllp increased its position in shares of First Trust Capital Strength ETF by 19.9% in the third quarter. Jones Financial Companies Lllp now owns 665,115 shares of the company’s stock worth $61,760,000 after acquiring an additional 110,480 shares in the last quarter. Concurrent Investment Advisors LLC raised its stake in shares of First Trust Capital Strength ETF by 3.1% in the 3rd quarter. Concurrent Investment Advisors LLC now owns 455,404 shares of the company’s stock valued at $42,644,000 after acquiring an additional 13,532 shares during the period. Finally, Silver Oak Securities Incorporated raised its stake in shares of First Trust Capital Strength ETF by 1.8% in the 3rd quarter. Silver Oak Securities Incorporated now owns 438,255 shares of the company’s stock valued at $41,038,000 after acquiring an additional 7,944 shares during the period.

First Trust Capital Strength ETF Trading Down 0.3%

NASDAQ:FTCS opened at $92.76 on Friday. The firm’s fifty day simple moving average is $96.77 and its 200 day simple moving average is $94.06. First Trust Capital Strength ETF has a twelve month low of $80.65 and a twelve month high of $99.74. The firm has a market capitalization of $7.94 billion, a price-to-earnings ratio of 21.51 and a beta of 0.80.

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). The Fund will normally invest at least 90% of its net assets in common stocks that comprise the Index.