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 $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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Center for Financial Planning's FTCS Position: Q3 2024 in Review

Center for Financial Planning sold out of First Trust Capital Strength ETF (FTCS) in Q3 2024, closing a stake of 47 shares — an estimated $3.95K sold.

Center for Financial Planning first reported a position in FTCS in Q3 2022 and held it in 8 quarters. The position peaked at $7.66K in Q2 2023. 500 funds tracked by Wall St. Rank hold FTCS as of Q3 2024.

Center for Financial Planning reported no remaining First Trust Capital Strength ETF position as of Q3 2024 after selling out during the quarter.
Center for Financial Planning sold 47 First Trust Capital Strength ETF shares in Q3 2024, an estimated $3.95K.
Center for Financial Planning first reported a position in First Trust Capital Strength ETF in Q3 2022 and held it in 8 quarters.
Center for Financial Planning's First Trust Capital Strength ETF position peaked at $7.66K in Q2 2023.
500 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q3 2024.

Based on Center for Financial Planning's 13F filing for Q3 2024, filed 16 Oct 2024.