KWM
Kingsview Wealth Management’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 | $7.39M | Sell |
81,259
-2,535
| -3% | -$230K | 0.13% | 176 |
|
2025
Q1 | $7.51M | Buy |
83,794
+3,285
| +4% | +$294K | 0.14% | 159 |
|
2024
Q4 | $7.07M | Sell |
80,509
-3,995
| -5% | -$351K | 0.14% | 161 |
|
2024
Q3 | $7.67M | Buy |
84,504
+679
| +0.8% | +$61.7K | 0.16% | 141 |
|
2024
Q2 | $7.04M | Buy |
83,825
+6
| +0% | +$504 | 0.17% | 136 |
|
2024
Q1 | $7.18M | Buy |
83,819
+4,819
| +6% | +$413K | 0.18% | 131 |
|
2023
Q4 | $6.32M | Sell |
79,000
-21,044
| -21% | -$1.68M | 0.19% | 129 |
|
2023
Q3 | $7.37M | Buy |
100,044
+63,341
| +173% | +$4.66M | 0.26% | 89 |
|
2023
Q2 | $2.76M | Buy |
36,703
+3,837
| +12% | +$288K | 0.11% | 196 |
|
2023
Q1 | $2.4M | Buy |
32,866
+10,908
| +50% | +$796K | 0.1% | 214 |
|
2022
Q4 | $1.65M | Buy |
21,958
+1,088
| +5% | +$81.5K | 0.07% | 256 |
|
2022
Q3 | $1.39M | Sell |
20,870
-1,465
| -7% | -$97.3K | 0.07% | 270 |
|
2022
Q2 | $1.56M | Sell |
22,335
-13,948
| -38% | -$975K | 0.07% | 261 |
|
2022
Q1 | $2.84M | Sell |
36,283
-3,099
| -8% | -$242K | 0.12% | 183 |
|
2021
Q4 | $3.33M | Buy |
39,382
+7,940
| +25% | +$671K | 0.14% | 159 |
|
2021
Q3 | $2.35M | Sell |
31,442
-5,650
| -15% | -$423K | 0.11% | 196 |
|
2021
Q2 | $2.82M | Sell |
37,092
-493
| -1% | -$37.4K | 0.14% | 165 |
|
2021
Q1 | $2.67M | Sell |
37,585
-9,492
| -20% | -$675K | 0.15% | 145 |
|
2020
Q4 | $3.18M | Buy |
47,077
+14,241
| +43% | +$961K | 0.23% | 104 |
|
2020
Q3 | $2.08M | Buy |
32,836
+1,346
| +4% | +$85.2K | 0.19% | 132 |
|
2020
Q2 | $1.84M | Buy |
31,490
+12,572
| +66% | +$735K | 0.18% | 137 |
|
2020
Q1 | $940K | Sell |
18,918
-7,455
| -28% | -$370K | 0.13% | 187 |
|
2019
Q4 | $1.59M | Buy |
26,373
+22,613
| +601% | +$1.37M | 0.2% | 141 |
|
2019
Q3 | $213K | Buy |
+3,760
| New | +$213K | 0.03% | 399 |
|
2019
Q2 | – | Sell |
-46,514
| Closed | -$2.51M | – | 434 |
|
2019
Q1 | $2.51M | Buy |
46,514
+253
| +0.5% | +$13.7K | 0.38% | 68 |
|
2018
Q4 | $2.23M | Sell |
46,261
-2,036
| -4% | -$98.3K | 0.49% | 62 |
|
2018
Q3 | $2.67M | Buy |
48,297
+3,113
| +7% | +$172K | 0.54% | 52 |
|
2018
Q2 | $2.31M | Buy |
45,184
+6,763
| +18% | +$346K | 0.55% | 54 |
|
2018
Q1 | $1.94M | Buy |
38,421
+8,939
| +30% | +$452K | 0.48% | 65 |
|
2017
Q4 | $1.5M | Buy |
29,482
+818
| +3% | +$41.7K | 0.54% | 46 |
|
2017
Q3 | $1.36M | Buy |
28,664
+514
| +2% | +$24.4K | 0.6% | 45 |
|
2017
Q2 | $1.28M | Buy |
28,150
+1,877
| +7% | +$85.5K | 0.66% | 40 |
|
2017
Q1 | $1.15M | Buy |
+26,273
| New | +$1.15M | 0.68% | 44 |
|