Activest Wealth Management’s FTC Solar FTCI Stock Holding History

Activest Wealth Management’s Portfolio FTCI Stock Details FTCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,371	Closed	-$4.83K	–	1099
2024 Q4	$7.55K	Sell	1,371 -1,999	-59%	-$9.12K	﹤0.01%	344
2024 Q3	$22.9K	Hold	3,370	–	–	0.01%	241
2024 Q2	$11.9K	Sell	3,370 -4,886	-59%	-$23.1K	﹤0.01%	291
2024 Q1	$44.5K	Hold	8,256	–	–	0.02%	124
2023 Q4	$57.2K	Buy	8,256 +1,207	+17%	+$11K	0.03%	89
2023 Q3	$90.2K	Buy	7,049 +2,435	+53%	+$58.9K	0.06%	62
2023 Q2	$249K	Buy	4,614 +2,451	+113%	+$67.4K	0.17%	23
2023 Q1	$45.4K	Hold	2,163	–	–	0.03%	90
2022 Q4	$58K	Sell	2,163 -1,741	-45%	-$41.2K	0.02%	175
2022 Q3	$116K	Sell	3,904 -1,023	-21%	-$42.7K	0.04%	120
2022 Q2	$178K	Buy	4,927 +1,799	+58%	+$71.3K	0.13%	47
2022 Q1	$154K	Sell	3,128 -707	-18%	-$35.3K	0.1%	53
2021 Q4	$290K	Hold	3,835	–	–	0.18%	47
2021 Q3	$299K	Sell	3,835 -328	-8%	-$33.1K	0.2%	49
2021 Q2	$554K	Buy	+4,163	New	+$465K	0.42%	29

Other funds holding FTCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Activest Wealth Management's FTCI Position: Q1 2025 in Review

Activest Wealth Management sold out of FTC Solar (FTCI) in Q1 2025, closing a stake of 1,371 shares — an estimated $4.83K sold.

Activest Wealth Management first reported a position in FTCI in Q2 2021 and held it in 15 quarters. The position peaked at $554K in Q2 2021. 23 funds tracked by Wall St. Rank hold FTCI as of Q1 2025.

Activest Wealth Management reported no remaining FTC Solar position as of Q1 2025 after selling out during the quarter.
Activest Wealth Management sold 1,371 FTC Solar shares in Q1 2025, an estimated $4.83K.
Activest Wealth Management first reported a position in FTC Solar in Q2 2021 and held it in 15 quarters.
Activest Wealth Management's FTC Solar position peaked at $554K in Q2 2021.
23 funds tracked by Wall St. Rank held FTC Solar as of Q1 2025.

Based on Activest Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.