CWP
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Core Wealth Partners’s First Trust Capital Strength ETF FTCS Stock Holding History

Core Wealth Partners’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
Q4 		– Sell
-3,971
Closed -$372K – 187
2025
Q3 		$372K Buy
3,971
+2
+0.1% +$184 0.17% 107
2025
Q2 		$361K Buy
+3,969
New +$353K 0.18% 110
2025
Q1 		– Sell
-4,015
Closed -$353K – 172
2024
Q4 		$353K Buy
4,015
+270
+7% +$24.6K 0.2% 107
2024
Q3 		$340K Buy
3,745
+444
+13% +$38.9K 0.21% 106
2024
Q2 		$277K Sell
3,301
-65
-2% -$5.43K 0.19% 108
2024
Q1 		$288K Buy
3,366
+740
+28% +$61.1K 0.22% 91
2023
Q4 		$210K Buy
+2,626
New +$200K 0.17% 113

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return