Allegheny Financial Group’s First Trust Capital Strength ETF FTCS Stock Holding History

Allegheny Financial Group’s Portfolio FTCS Stock Details FTCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,690	Closed	-$244K	–	240
2024 Q3	$244K	Hold	2,690	–	–	0.06%	216
2024 Q2	$226K	Hold	2,690	–	–	0.06%	201
2024 Q1	$230K	Hold	2,690	–	–	0.07%	185
2023 Q4	$215K	Buy	+2,690	New	+$205K	0.07%	196
2023 Q1	–	Sell	-2,690	Closed	-$202K	–	168
2022 Q4	$202K	Buy	+2,690	New	+$198K	0.08%	161

Other funds holding FTCS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Allegheny Financial Group's FTCS Position: Q4 2024 in Review

Allegheny Financial Group sold out of First Trust Capital Strength ETF (FTCS) in Q4 2024, closing a stake of 2,690 shares — an estimated $244K sold.

Allegheny Financial Group first reported a position in FTCS in Q4 2022 and held it in 5 quarters. The position peaked at $244K in Q3 2024. 539 funds tracked by Wall St. Rank hold FTCS as of Q4 2024.

Allegheny Financial Group reported no remaining First Trust Capital Strength ETF position as of Q4 2024 after selling out during the quarter.
Allegheny Financial Group sold 2,690 First Trust Capital Strength ETF shares in Q4 2024, an estimated $244K.
Allegheny Financial Group first reported a position in First Trust Capital Strength ETF in Q4 2022 and held it in 5 quarters.
Allegheny Financial Group's First Trust Capital Strength ETF position peaked at $244K in Q3 2024.
539 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q4 2024.

Based on Allegheny Financial Group's 13F filing for Q4 2024, filed 14 Feb 2025.