First Trust Capital Strength ETF (NASDAQ:FTCS) is Holistic Financial Partners’ 5th Largest Position

Holistic Financial Partners increased its position in First Trust Capital Strength ETF (NASDAQ:FTCS) by 3.4% in the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 109,312 shares of the company’s stock after purchasing an additional 3,553 shares during the quarter. First Trust Capital Strength ETF makes up about 4.7% of Holistic Financial Partners’ investment portfolio, making the stock its 5th largest holding. Holistic Financial Partners’ holdings in First Trust Capital Strength ETF were worth $9,799,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently made changes to their positions in the company. GAMMA Investing LLC lifted its position in shares of First Trust Capital Strength ETF by 9,212.3% in the first quarter. GAMMA Investing LLC now owns 867,626 shares of the company’s stock valued at $77,774,000 after acquiring an additional 858,309 shares in the last quarter. Bank of America Corp DE increased its stake in First Trust Capital Strength ETF by 57.8% during the fourth quarter. Bank of America Corp DE now owns 1,714,864 shares of the company’s stock worth $150,599,000 after acquiring an additional 628,128 shares during the last quarter. Heck Capital Advisors LLC bought a new stake in First Trust Capital Strength ETF during the fourth quarter worth approximately $18,046,000. Kingswood Wealth Advisors LLC grew its stake in shares of First Trust Capital Strength ETF by 200.0% during the first quarter. Kingswood Wealth Advisors LLC now owns 283,288 shares of the company’s stock valued at $25,407,000 after buying an additional 188,868 shares during the last quarter. Finally, Virtus Wealth Solutions LLC bought a new position in shares of First Trust Capital Strength ETF during the fourth quarter valued at approximately $10,533,000.

First Trust Capital Strength ETF Stock Up 0.4%

NASDAQ:FTCS opened at $92.12 on Thursday. The stock has a market capitalization of $8.47 billion, a PE ratio of 21.51 and a beta of 0.86. First Trust Capital Strength ETF has a 52 week low of $80.66 and a 52 week high of $94.23. The stock’s 50-day moving average price is $90.81 and its 200-day moving average price is $89.36.

First Trust Capital Strength ETF Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Monday, June 30th. Shareholders of record on Thursday, June 26th were paid a $0.2334 dividend. This is an increase from First Trust Capital Strength ETF’s previous quarterly dividend of $0.22. The ex-dividend date was Thursday, June 26th. This represents a $0.93 annualized dividend and a dividend yield of 1.01%.

About First Trust Capital Strength ETF

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).