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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Altus Wealth Group's FTCS Position: Q4 2022 in Review

Altus Wealth Group sold out of First Trust Capital Strength ETF (FTCS) in Q4 2022, closing a stake of 8,796 shares — an estimated $658K sold.

Altus Wealth Group first reported a position in FTCS in Q4 2020 and held it in 7 quarters. The position peaked at $753K in Q4 2021. 403 funds tracked by Wall St. Rank hold FTCS as of Q4 2022.

Altus Wealth Group reported no remaining First Trust Capital Strength ETF position as of Q4 2022 after selling out during the quarter.
Altus Wealth Group sold 8,796 First Trust Capital Strength ETF shares in Q4 2022, an estimated $658K.
Altus Wealth Group first reported a position in First Trust Capital Strength ETF in Q4 2020 and held it in 7 quarters.
Altus Wealth Group's First Trust Capital Strength ETF position peaked at $753K in Q4 2021.
403 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q4 2022.

Based on Altus Wealth Group's 13F filing for Q4 2022, filed 18 Jan 2023.