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	–	466
2023 Q1	$19.8K	Buy	+272	New	+$20.1K	0.01%	228
2021 Q3	–	Sell	-151	Closed	-$12K	–	395
2021 Q2	$12K	Buy	+151	New	+$11.2K	﹤0.01%	242

Other funds holding FTCS

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Bank of America

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services

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