Liberty Wealth Management’s First Trust Capital Strength ETF FTCS Stock Holding History

Liberty Wealth Management’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
2021 Q4	–	Sell	-238	Closed	-$18K	–	503
2021 Q3	$18K	Buy	238 +1	+0.4%	+$78	0.01%	675
2021 Q2	$18K	Buy	237 +2	+0.9%	+$149	0.01%	532
2021 Q1	$15K	Hold	235	–	–	0.01%	512
2020 Q4	$15K	Buy	235 +171	+267%	+$11.2K	0.01%	510
2020 Q3	$4K	Hold	64	–	–	﹤0.01%	651
2020 Q2	$4K	Hold	64	–	–	﹤0.01%	642
2020 Q1	$3K	Sell	64 -56	-47%	-$3.23K	﹤0.01%	671
2019 Q4	$7K	Buy	120 +1	+0.8%	+$58	0.01%	612
2019 Q3	$7K	Hold	119	–	–	0.01%	578
2019 Q2	$7K	Buy	+119	New	+$6.56K	0.01%	591

Other funds holding FTCS

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

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

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Bank of America

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

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return