Greenleaf Trust’s First Trust Capital Strength ETF FTCS Stock Holding History

Greenleaf Trust’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	-2,306	Closed	-$203K	–	810
2024 Q4	$203K	Hold	2,306	–	–	﹤0.01%	781
2024 Q3	$209K	Buy	+2,306	New	+$202K	﹤0.01%	789

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Greenleaf Trust's FTCS Position: Q1 2025 in Review

Greenleaf Trust sold out of First Trust Capital Strength ETF (FTCS) in Q1 2025, closing a stake of 2,306 shares — an estimated $203K sold.

Greenleaf Trust first reported a position in FTCS in Q3 2024 and held it in 2 quarters. The position peaked at $209K in Q3 2024. 533 funds tracked by Wall St. Rank hold FTCS as of Q1 2025.

Greenleaf Trust reported no remaining First Trust Capital Strength ETF position as of Q1 2025 after selling out during the quarter.
Greenleaf Trust sold 2,306 First Trust Capital Strength ETF shares in Q1 2025, an estimated $203K.
Greenleaf Trust first reported a position in First Trust Capital Strength ETF in Q3 2024 and held it in 2 quarters.
Greenleaf Trust's First Trust Capital Strength ETF position peaked at $209K in Q3 2024.
533 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q1 2025.

Based on Greenleaf Trust's 13F filing for Q1 2025, filed 30 Apr 2025.