LifePro Asset Management’s First Trust Capital Strength ETF FTCS Stock Holding History

LifePro Asset 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
2024 Q3	$457K	Hold	5,030	–	–	0.28%	84
2024 Q2	$423K	Hold	5,030	–	–	0.3%	72
2024 Q1	$431K	Hold	5,030	–	–	0.28%	75
2023 Q4	$403K	Sell	5,030 -1,631	-24%	-$124K	0.31%	71
2023 Q3	$490K	Hold	6,661	–	–	0.4%	54
2023 Q2	$500K	Hold	6,661	–	–	0.39%	57
2023 Q1	$499K	Hold	6,661	–	–	0.36%	66
2022 Q4	$499K	Hold	6,661	–	–	0.37%	66
2022 Q3	$442K	Hold	6,661	–	–	0.25%	47
2022 Q2	$466K	Hold	6,661	–	–	0.24%	70
2022 Q1	$521K	Buy	6,661 +560	+9%	+$43.5K	0.19%	71
2021 Q4	$516K	Buy	+6,101	New	+$490K	0.15%	70

Other funds holding FTCS

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

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

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

LifePro Asset Management's FTCS Position: Q3 2024 in Review

LifePro Asset Management held its First Trust Capital Strength ETF (FTCS) position steady in Q3 2024 at 5,030 shares worth $457K. The position accounts for 0.28% of the portfolio, ranked #84.

LifePro Asset Management first reported a position in FTCS in Q4 2021 and has held it in 12 quarters since. The position peaked at $521K in Q1 2022. 499 funds tracked by Wall St. Rank hold FTCS as of Q3 2024.

LifePro Asset Management held 5,030 shares of First Trust Capital Strength ETF worth $457K as of Q3 2024.
LifePro Asset Management left its First Trust Capital Strength ETF share count unchanged in Q3 2024.
First Trust Capital Strength ETF made up 0.28% of LifePro Asset Management's portfolio in Q3 2024, its #84 holding.
LifePro Asset Management first reported a position in First Trust Capital Strength ETF in Q4 2021 and has held it in 12 quarters since.
LifePro Asset Management's First Trust Capital Strength ETF position peaked at $521K in Q1 2022.
499 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q3 2024.

Based on LifePro Asset Management's 13F filing for Q3 2024, filed 9 Oct 2024.