Capital Asset Advisory Services’s First Trust Capital Strength ETF FTCS Stock Holding History

Capital Asset Advisory Services’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 Q3	–	Sell	-2,859	Closed	-$239K	–	329
2024 Q2	$239K	Sell	2,859 -126	-4%	-$10.5K	0.01%	284
2024 Q1	$251K	Sell	2,985 -17	-0.6%	-$1.4K	0.01%	271
2023 Q4	$240K	Sell	3,002 -4,579	-60%	-$348K	0.01%	269
2023 Q3	$567K	Sell	7,581 -374	-5%	-$28.3K	0.04%	178
2023 Q2	$599K	Sell	7,955 -282	-3%	-$20.7K	0.04%	185
2023 Q1	$601K	Sell	8,237 -687	-8%	-$50.7K	0.04%	183
2022 Q4	$669K	Buy	+8,924	New	+$658K	0.05%	167
2020 Q3	–	Sell	-632	Closed	-$39K	–	573
2020 Q2	$39K	Buy	+632	New	+$35.3K	0.01%	419
2020 Q1	–	Sell	-632	Closed	-$40K	–	546
2019 Q4	$40K	Buy	+632	New	+$36.8K	0.01%	443

Other funds holding FTCS

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return