Carson Wealth (CWM LLC)’s First Trust Capital Strength ETF FTCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.84M | Sell |
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|
2025
Q2 | $2.88M | Sell |
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|
2025
Q1 | $3.21M | Sell |
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|
2024
Q4 | $3.25M | Sell |
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|
2024
Q3 | $3.57M | Sell |
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|
2024
Q2 | $3.42M | Buy |
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|
2024
Q1 | $3.34M | Buy |
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|
2023
Q4 | $2.73M | Sell |
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|
2023
Q3 | $2.55M | Sell |
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|
2023
Q2 | $2.6M | Sell |
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|
2023
Q1 | $3.42M | Buy |
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|
2022
Q4 | $2.4M | Buy |
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|
2022
Q3 | $2.1M | Sell |
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|
2022
Q2 | $2.58M | Sell |
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|
2022
Q1 | $2.89M | Sell |
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|
2021
Q4 | $3.7M | Buy |
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|
2021
Q2 | $2.75M | Hold |
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|
2021
Q1 | $2.75M | Hold |
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|
2020
Q4 | $2.75M | Hold |
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|
2020
Q3 | $2.75M | Hold |
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|
2020
Q2 | $2.75M | Hold |
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|
2020
Q1 | $2.75M | Hold |
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|
2019
Q4 | $2.75M | Hold |
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|
2019
Q3 | $2.75M | Hold |
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|
2019
Q2 | $2.75M | Hold |
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|
2019
Q1 | $2.75M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $9K | Buy |
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