GWANC
Guardian Wealth Advisors (North Carolina)’s First Trust Capital Strength ETF FTCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.57M | Buy |
39,325
+11
| +0% | +$1K | 0.25% | 61 |
|
|
2025
Q1 | $3.52M | Sell |
39,314
-3,615
| -8% | -$324K | 0.28% | 55 |
|
|
2024
Q4 | $3.77M | Sell |
42,929
-281
| -0.7% | -$24.7K | 0.3% | 51 |
|
|
2024
Q3 | $3.92M | Sell |
43,210
-669
| -2% | -$60.7K | 0.42% | 38 |
|
|
2024
Q2 | $3.69M | Sell |
43,879
-2,843
| -6% | -$239K | 0.43% | 35 |
|
|
2024
Q1 | $4M | Sell |
46,722
-11,348
| -20% | -$972K | 0.49% | 34 |
|
|
2023
Q4 | $4.65M | Sell |
58,070
-7,793
| -12% | -$624K | 0.71% | 26 |
|
|
2023
Q3 | $4.85M | Sell |
65,863
-163,217
| -71% | -$12M | 0.82% | 21 |
|
|
2023
Q2 | $17.2M | Sell |
229,080
-13,039
| -5% | -$979K | 2.95% | 8 |
|
|
2023
Q1 | $17.7M | Sell |
242,119
-9,364
| -4% | -$683K | 3.1% | 8 |
|
|
2022
Q4 | $18.8M | Sell |
251,483
-24,448
| -9% | -$1.83M | 3.62% | 5 |
|
|
2022
Q3 | $18.3M | Sell |
275,931
-2,270
| -0.8% | -$151K | 3.42% | 5 |
|
|
2022
Q2 | $19.5M | Buy |
278,201
+224,795
| +421% | +$15.7M | 3.55% | 5 |
|
|
2022
Q1 | $4.18M | Sell |
53,406
-24,919
| -32% | -$1.95M | 1.8% | 11 |
|
|
2021
Q4 | $6.62M | Buy |
+78,325
| New | +$6.62M | 2.85% | 7 |
|