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

IAG 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
2025 Q1	–	Sell	-235	Closed	-$20.6K	–	507
2024 Q4	$20.6K	Hold	235	–	–	﹤0.01%	279
2024 Q3	$21.3K	Sell	235 -656	-74%	-$57.5K	﹤0.01%	278
2024 Q2	$74.9K	Buy	891 +656	+279%	+$54.8K	0.02%	143
2024 Q1	$20.1K	Buy	+235	New	+$19.4K	﹤0.01%	236
2023 Q2	–	Sell	-272	Closed	-$19.8K	–	464
2023 Q1	$19.8K	Buy	+272	New	+$20.1K	0.01%	228
2021 Q3	–	Sell	-151	Closed	-$12K	–	394
2021 Q2	$12K	Buy	+151	New	+$11.2K	﹤0.01%	242

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

IAG Wealth Partners's FTCS Position: Q1 2025 in Review

IAG Wealth Partners sold out of First Trust Capital Strength ETF (FTCS) in Q1 2025, closing a stake of 235 shares — an estimated $20.6K sold.

IAG Wealth Partners first reported a position in FTCS in Q2 2021 and held it in 6 quarters. The position peaked at $74.9K in Q2 2024. 533 funds tracked by Wall St. Rank hold FTCS as of Q1 2025.

IAG Wealth Partners reported no remaining First Trust Capital Strength ETF position as of Q1 2025 after selling out during the quarter.
IAG Wealth Partners sold 235 First Trust Capital Strength ETF shares in Q1 2025, an estimated $20.6K.
IAG Wealth Partners first reported a position in First Trust Capital Strength ETF in Q2 2021 and held it in 6 quarters.
IAG Wealth Partners's First Trust Capital Strength ETF position peaked at $74.9K in Q2 2024.
533 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q1 2025.

Based on IAG Wealth Partners's 13F filing for Q1 2025, filed 16 Apr 2025.