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Campbell Wealth Management’s First Trust Capital Strength ETF FTCS Stock Holding History

Campbell Wealth Management’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 		$441K Buy
2,655
+448
+20% +$40.8K 0.04% 52
2024
Q3 		$200K Sell
2,207
-200
-8% -$17.5K 0.02% 69
2024
Q2 		$202K Buy
+2,407
New +$201K 0.07% 48

Other funds holding FTCS

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Campbell Wealth Management's FTCS Position: Q4 2024 in Review

Campbell Wealth Management increased its First Trust Capital Strength ETF (FTCS) stake by 20% in Q4 2024, buying an estimated $40.8K and bringing the position to 2,655 shares worth $441K. The position accounts for 0.04% of the portfolio, ranked #52.

Campbell Wealth Management first reported a position in FTCS in Q2 2024 and has held it in 3 quarters since. 538 funds tracked by Wall St. Rank hold FTCS as of Q4 2024.

  • Campbell Wealth Management held 2,655 shares of First Trust Capital Strength ETF worth $441K as of Q4 2024.
  • Campbell Wealth Management bought 448 First Trust Capital Strength ETF shares in Q4 2024, an estimated $40.8K.
  • First Trust Capital Strength ETF made up 0.04% of Campbell Wealth Management's portfolio in Q4 2024, its #52 holding.
  • Campbell Wealth Management first reported a position in First Trust Capital Strength ETF in Q2 2024 and has held it in 3 quarters since.
  • 538 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.