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

Firethorn 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
2024 Q1	–	Sell	-3,203	Closed	-$256K	–	155
2023 Q4	$256K	Buy	3,203 +151	+5%	+$11.5K	0.17%	111
2023 Q3	$225K	Buy	3,052 +166	+6%	+$12.6K	0.17%	103
2023 Q2	$217K	Buy	+2,886	New	+$211K	0.16%	104

Other funds holding FTCS

LPL Financial San Diego, California $377B 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 $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Firethorn Wealth Partners's FTCS Position: Q1 2024 in Review

Firethorn Wealth Partners sold out of First Trust Capital Strength ETF (FTCS) in Q1 2024, closing a stake of 3,203 shares — an estimated $256K sold.

Firethorn Wealth Partners first reported a position in FTCS in Q2 2023 and held it in 3 quarters. The position peaked at $256K in Q4 2023. 473 funds tracked by Wall St. Rank hold FTCS as of Q1 2024.

Firethorn Wealth Partners reported no remaining First Trust Capital Strength ETF position as of Q1 2024 after selling out during the quarter.
Firethorn Wealth Partners sold 3,203 First Trust Capital Strength ETF shares in Q1 2024, an estimated $256K.
Firethorn Wealth Partners first reported a position in First Trust Capital Strength ETF in Q2 2023 and held it in 3 quarters.
Firethorn Wealth Partners's First Trust Capital Strength ETF position peaked at $256K in Q4 2023.
473 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q1 2024.

Based on Firethorn Wealth Partners's 13F filing for Q1 2024, filed 16 Apr 2024.