Bernardo Wealth Planning LLC Sells 832 Shares of First Trust Capital Strength ETF (NASDAQ:FTCS)

Bernardo Wealth Planning LLC trimmed its stake in shares of First Trust Capital Strength ETF (NASDAQ:FTCS) by 1.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 59,875 shares of the company’s stock after selling 832 shares during the quarter. First Trust Capital Strength ETF comprises approximately 1.2% of Bernardo Wealth Planning LLC’s investment portfolio, making the stock its 21st biggest position. Bernardo Wealth Planning LLC’s holdings in First Trust Capital Strength ETF were worth $5,173,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Blair William & Co. IL boosted its holdings in shares of First Trust Capital Strength ETF by 3.4% during the second quarter. Blair William & Co. IL now owns 9,771 shares of the company’s stock worth $821,000 after acquiring an additional 325 shares during the period. Kowal Investment Group LLC lifted its holdings in First Trust Capital Strength ETF by 24.6% during the 2nd quarter. Kowal Investment Group LLC now owns 610,585 shares of the company’s stock worth $51,314,000 after purchasing an additional 120,675 shares during the last quarter. Fidelis Capital Partners LLC bought a new stake in First Trust Capital Strength ETF in the 2nd quarter valued at $392,000. EverSource Wealth Advisors LLC acquired a new position in First Trust Capital Strength ETF in the 2nd quarter valued at $32,000. Finally, Delos Wealth Advisors LLC increased its position in First Trust Capital Strength ETF by 12.9% during the 2nd quarter. Delos Wealth Advisors LLC now owns 28,746 shares of the company’s stock worth $2,416,000 after buying an additional 3,290 shares during the period.

First Trust Capital Strength ETF Stock Performance

FTCS stock opened at $89.09 on Friday. First Trust Capital Strength ETF has a 52 week low of $79.70 and a 52 week high of $94.23. The company has a market capitalization of $8.84 billion, a PE ratio of 21.52 and a beta of 0.86. The company’s 50-day simple moving average is $90.18 and its 200 day simple moving average is $89.25.

First Trust Capital Strength ETF Dividend Announcement

The firm also recently disclosed a dividend, which was paid on Tuesday, December 31st. Shareholders of record on Friday, December 13th were issued a $0.4043 dividend. The ex-dividend date of this dividend was Friday, December 13th.

First Trust Capital Strength ETF Company 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).