AWG
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Altus Wealth Group’s First Trust Capital Strength ETF FTCS Stock Holding History

Altus Wealth 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
2022
Q4 		– Sell
-8,796
Closed -$658K – 146
2022
Q3 		$658K Hold
8,796
– – 0.65% 41
2022
Q2 		$658K Buy
+8,796
New +$647K 0.65% 41
2022
Q1 		– Sell
-8,910
Closed -$753K – 120
2021
Q4 		$753K Buy
8,910
+114
+1% +$9.15K 0.62% 41
2021
Q3 		$658K Buy
8,796
+2,214
+34% +$173K 0.65% 41
2021
Q2 		$497K Hold
6,582
– – 0.49% 52
2021
Q1 		$493K Sell
6,582
-2,589
-28% -$176K 0.49% 49
2020
Q4 		$619K Buy
+9,171
New +$600K 0.59% 32

Other funds holding FTCS

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return