Center for Financial Planning’s First Trust Capital Strength ETF FTCS Stock Holding History

Center for Financial Planning’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	-47	Closed	-$3.95K	–	591
2024 Q2	$3.95K	Hold	47	–	–	﹤0.01%	466
2024 Q1	$4.03K	Hold	47	–	–	﹤0.01%	484
2023 Q4	$3.76K	Sell	47 -42	-47%	-$3.2K	﹤0.01%	434
2023 Q3	$6.55K	Sell	89 -13	-13%	-$984	﹤0.01%	398
2023 Q2	$7.66K	Hold	102	–	–	﹤0.01%	414
2023 Q1	$7.44K	Hold	102	–	–	﹤0.01%	390
2022 Q4	$7.64K	Hold	102	–	–	﹤0.01%	382
2022 Q3	$7K	Buy	+102	New	+$7.33K	﹤0.01%	390

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