CWA
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Clearview Wealth Advisors’s First Trust Capital Strength ETF FTCS Stock Holding History

Clearview Wealth Advisors’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
2023
Q3 		– Sell
-119
Closed -$8.96K – 304
2023
Q2 		$8.96K Buy
119
+1
+0.8% +$73 0.01% 379
2023
Q1 		$8.67K Hold
118
– – 0.01% 384
2022
Q4 		$8.88K Buy
118
+1
+0.9% +$74 0.01% 344
2022
Q3 		$8K Hold
117
– – 0.01% 358
2022
Q2 		$8K Sell
117
-468
-80% -$34.4K 0.01% 385
2022
Q1 		$46K Buy
585
+1
+0.2% +$78 0.03% 205
2021
Q4 		$49K Hold
584
– – 0.03% 229
2021
Q3 		$44K Buy
584
+1
+0.2% +$78 0.03% 244
2021
Q2 		$44K Buy
583
+2
+0.3% +$149 0.03% 250
2021
Q1 		$41K Buy
581
+2
+0.3% +$136 0.03% 244
2020
Q4 		$39K Buy
+579
New +$37.9K 0.03% 221

Other funds holding FTCS

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
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