CWM
FTCS icon

Congress Wealth Management’s First Trust Capital Strength ETF FTCS Stock Holding History

Congress Wealth Management’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
2025
Q1 		– Sell
-2,445
Closed -$215K – 1086
2024
Q4 		$215K Buy
+2,445
New +$223K ﹤0.01% 846
2022
Q2 		– Sell
-2,594
Closed -$203K – 575
2022
Q1 		$203K Buy
+2,594
New +$202K ﹤0.01% 581

Other funds holding FTCS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Congress Wealth Management's FTCS Position: Q1 2025 in Review

Congress Wealth Management sold out of First Trust Capital Strength ETF (FTCS) in Q1 2025, closing a stake of 2,445 shares — an estimated $215K sold.

Congress Wealth Management first reported a position in FTCS in Q1 2022 and held it in 2 quarters. The position peaked at $215K in Q4 2024. 533 funds tracked by Wall St. Rank hold FTCS as of Q1 2025.

  • Congress Wealth Management reported no remaining First Trust Capital Strength ETF position as of Q1 2025 after selling out during the quarter.
  • Congress Wealth Management sold 2,445 First Trust Capital Strength ETF shares in Q1 2025, an estimated $215K.
  • Congress Wealth Management first reported a position in First Trust Capital Strength ETF in Q1 2022 and held it in 2 quarters.
  • Congress Wealth Management's First Trust Capital Strength ETF position peaked at $215K in Q4 2024.
  • 533 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q1 2025.

Based on Congress Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.