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Criterion Capital Advisors’s First Trust Capital Strength ETF FTCS Stock Holding History

Criterion Capital 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
2024
Q4 		$76.5K Hold
910
– – 0.05% 103
2024
Q3 		$76.5K Hold
910
– – 0.05% 103
2024
Q2 		$76.5K Hold
910
– – 0.05% 103
2024
Q1 		$77.9K Hold
910
– – 0.05% 103
2023
Q4 		$72.8K Buy
+910
New +$69.2K 0.05% 108

Other funds holding FTCS

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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 $530B 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Criterion Capital Advisors's FTCS Position: Q4 2024 in Review

Criterion Capital Advisors held its First Trust Capital Strength ETF (FTCS) position steady in Q4 2024 at 910 shares worth $76.5K. The position accounts for 0.05% of the portfolio, ranked #103.

Criterion Capital Advisors first reported a position in FTCS in Q4 2023 and has held it in 5 quarters since. The position peaked at $77.9K in Q1 2024. 538 funds tracked by Wall St. Rank hold FTCS as of Q4 2024.

  • Criterion Capital Advisors held 910 shares of First Trust Capital Strength ETF worth $76.5K as of Q4 2024.
  • Criterion Capital Advisors left its First Trust Capital Strength ETF share count unchanged in Q4 2024.
  • First Trust Capital Strength ETF made up 0.05% of Criterion Capital Advisors's portfolio in Q4 2024, its #103 holding.
  • Criterion Capital Advisors first reported a position in First Trust Capital Strength ETF in Q4 2023 and has held it in 5 quarters since.
  • Criterion Capital Advisors's First Trust Capital Strength ETF position peaked at $77.9K in Q1 2024.
  • 538 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.