Maxwell Wealth Strategies’s First Trust Capital Strength ETF FTCS Stock Holding History

Maxwell Wealth Strategies’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 Q4	$2.3M	Sell	26,187 -309	-1%	-$28.1K	0.94%	31
2024 Q3	$2.39M	Sell	26,496 -31,085	-54%	-$2.72M	1.01%	35
2024 Q2	$4.84M	Buy	57,581 +12	+0%	+$1K	2.37%	8
2024 Q1	$4.74M	Buy	57,569 +3,511	+6%	+$290K	2.4%	8
2023 Q4	$4.33M	Buy	+54,058	New	+$4.11M	2.83%	5

Other funds holding FTCS

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

Maxwell Wealth Strategies's FTCS Position: Q4 2024 in Review

Maxwell Wealth Strategies reduced its First Trust Capital Strength ETF (FTCS) stake by 1.2% in Q4 2024, selling an estimated $28.1K and leaving 26,187 shares worth $2.3M. The position accounts for 0.94% of the portfolio, ranked #31.

Maxwell Wealth Strategies first reported a position in FTCS in Q4 2023 and has held it in 5 quarters since. The position peaked at $4.84M in Q2 2024. 538 funds tracked by Wall St. Rank hold FTCS as of Q4 2024.

Maxwell Wealth Strategies held 26,187 shares of First Trust Capital Strength ETF worth $2.3M as of Q4 2024.
Maxwell Wealth Strategies sold 309 First Trust Capital Strength ETF shares in Q4 2024, an estimated $28.1K.
First Trust Capital Strength ETF made up 0.94% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #31 holding.
Maxwell Wealth Strategies first reported a position in First Trust Capital Strength ETF in Q4 2023 and has held it in 5 quarters since.
Maxwell Wealth Strategies's First Trust Capital Strength ETF position peaked at $4.84M in Q2 2024.
538 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.