Householder Group Estate & Retirement Specialist’s First Trust Capital Strength ETF FTCS Stock Holding History

Householder Group Estate & Retirement Specialist’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	–	Sell	-864	Closed	-$78K	–	776
2024 Q3	$78K	Hold	864	–	–	0.02%	407
2024 Q2	$72K	Sell	864 -115	-12%	-$9.6K	0.02%	412
2024 Q1	$83.9K	Sell	979 -16	-2%	-$1.32K	0.02%	379
2023 Q4	$79K	Sell	995 -752	-43%	-$57.2K	0.03%	375
2023 Q3	$129K	Buy	+1,747	New	+$132K	0.05%	275
2023 Q1	$201K	Buy	+2,757	New	+$203K	0.08%	197
2022 Q4	–	Sell	-4,499	Closed	-$298K	–	587
2022 Q3	$298K	Sell	4,499 -1,829	-29%	-$131K	0.12%	155
2022 Q2	$443K	Sell	6,328 -1,950	-24%	-$143K	0.2%	125
2022 Q1	$647K	Sell	8,278 -3,725	-31%	-$290K	0.26%	100
2021 Q4	$1.01M	Buy	+12,003	New	+$963K	0.38%	70

Other funds holding FTCS

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's FTCS Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of First Trust Capital Strength ETF (FTCS) in Q4 2024, closing a stake of 864 shares — an estimated $78K sold.

Householder Group Estate & Retirement Specialist first reported a position in FTCS in Q4 2021 and held it in 10 quarters. The position peaked at $1.01M in Q4 2021. 539 funds tracked by Wall St. Rank hold FTCS as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining First Trust Capital Strength ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 864 First Trust Capital Strength ETF shares in Q4 2024, an estimated $78K.
Householder Group Estate & Retirement Specialist first reported a position in First Trust Capital Strength ETF in Q4 2021 and held it in 10 quarters.
Householder Group Estate & Retirement Specialist's First Trust Capital Strength ETF position peaked at $1.01M in Q4 2021.
539 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.