Comprehensive Financial Consultants Institutional’s First Trust Capital Strength ETF FTCS Stock Holding History

Comprehensive Financial Consultants Institutional’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 Q2	–	Sell	-17,103	Closed	-$1.46M	–	160
2024 Q1	$1.46M	Sell	17,103 -4,070	-19%	-$336K	0.61%	64
2023 Q4	$1.69M	Sell	21,173 -14,987	-41%	-$1.14M	0.79%	47
2023 Q3	$2.66M	Sell	36,160 -4,977	-12%	-$377K	1.4%	20
2023 Q2	$3.11M	Sell	41,137 -1,049	-2%	-$76.8K	1.64%	8
2023 Q1	$3.08M	Buy	+42,186	New	+$3.11M	1.74%	7
2022 Q4	–	Sell	-45,489	Closed	-$3.13M	–	165
2022 Q3	$3.13M	Buy	+45,489	New	+$3.27M	2.07%	3
2022 Q1	–	Sell	-49,910	Closed	-$3.8M	–	269
2021 Q4	$3.8M	Buy	+49,910	New	+$4.01M	2.44%	2

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

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return