Clear Point Advisors’s First Trust International Developed Capital Strength ETF FICS Stock Holding History

Clear Point Advisors’s Portfolio FICS Stock Details FICS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-4,922	Closed	-$185K	–	255
2024 Q3	$185K	Sell	4,922 -1	-0%	-$36	0.14%	112
2024 Q2	$168K	Hold	4,923	–	–	0.14%	112
2024 Q1	$172K	Hold	4,923	–	–	0.14%	110
2023 Q4	$166K	Buy	+4,923	New	+$153K	0.15%	105

Other funds holding FICS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

GSWM

Golden State Wealth Management Santa Ana, California $915M AUM 19.16% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Clear Point Advisors's FICS Position: Q4 2024 in Review

Clear Point Advisors sold out of First Trust International Developed Capital Strength ETF (FICS) in Q4 2024, closing a stake of 4,922 shares — an estimated $185K sold.

Clear Point Advisors first reported a position in FICS in Q4 2023 and held it in 4 quarters. The position peaked at $185K in Q3 2024. 62 funds tracked by Wall St. Rank hold FICS as of Q4 2024.

Clear Point Advisors reported no remaining First Trust International Developed Capital Strength ETF position as of Q4 2024 after selling out during the quarter.
Clear Point Advisors sold 4,922 First Trust International Developed Capital Strength ETF shares in Q4 2024, an estimated $185K.
Clear Point Advisors first reported a position in First Trust International Developed Capital Strength ETF in Q4 2023 and held it in 4 quarters.
Clear Point Advisors's First Trust International Developed Capital Strength ETF position peaked at $185K in Q3 2024.
62 funds tracked by Wall St. Rank held First Trust International Developed Capital Strength ETF as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.