Creekmur Asset Management’s First Trust Capital Strength ETF FTCS Stock Holding History

Creekmur Asset 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 Q3	$9.61K	Sell	103 -4	-4%	-$369	﹤0.01%	524
2025 Q2	$9.77K	Hold	107	–	–	﹤0.01%	519
2025 Q1	$9.63K	Hold	107	–	–	﹤0.01%	488
2024 Q4	$9.42K	Sell	107 -184	-63%	-$16.7K	﹤0.01%	432
2024 Q3	$26.4K	Sell	291 -1	-0.3%	-$88	0.01%	310
2024 Q2	$24.5K	Sell	292 -2	-0.7%	-$167	0.01%	348
2024 Q1	$25.2K	Hold	294	–	–	0.01%	341
2023 Q4	$23.5K	Buy	+294	New	+$22.4K	0.01%	403

Other funds holding FTCS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Creekmur Asset Management's FTCS Position: Q3 2025 in Review

Creekmur Asset Management reduced its First Trust Capital Strength ETF (FTCS) stake by 3.7% in Q3 2025, selling an estimated $369 and leaving 103 shares worth $9.61K. The position accounts for ﹤0.01% of the portfolio, ranked #524.

Creekmur Asset Management first reported a position in FTCS in Q4 2023 and has held it in 8 quarters since. The position peaked at $26.4K in Q3 2024. 518 funds tracked by Wall St. Rank hold FTCS as of Q3 2025.

Creekmur Asset Management held 103 shares of First Trust Capital Strength ETF worth $9.61K as of Q3 2025.
Creekmur Asset Management sold 4 First Trust Capital Strength ETF shares in Q3 2025, an estimated $369.
First Trust Capital Strength ETF made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #524 holding.
Creekmur Asset Management first reported a position in First Trust Capital Strength ETF in Q4 2023 and has held it in 8 quarters since.
Creekmur Asset Management's First Trust Capital Strength ETF position peaked at $26.4K in Q3 2024.
518 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.