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Mowery & Schoenfeld Wealth Management’s First Trust Capital Strength ETF FTCS Stock Holding History

Mowery & Schoenfeld 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
2024
Q3 		– Sell
-1,296
Closed -$109K – 246
2024
Q2 		$109K Buy
+1,296
New +$108K 0.16% 62

Other funds holding FTCS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's FTCS Position: Q3 2024 in Review

Mowery & Schoenfeld Wealth Management sold out of First Trust Capital Strength ETF (FTCS) in Q3 2024, closing a stake of 1,296 shares — an estimated $109K sold.

Mowery & Schoenfeld Wealth Management first reported a position in FTCS in Q2 2024 and held it in 1 quarter. The position peaked at $109K in Q2 2024. 499 funds tracked by Wall St. Rank hold FTCS as of Q3 2024.

  • Mowery & Schoenfeld Wealth Management reported no remaining First Trust Capital Strength ETF position as of Q3 2024 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 1,296 First Trust Capital Strength ETF shares in Q3 2024, an estimated $109K.
  • Mowery & Schoenfeld Wealth Management first reported a position in First Trust Capital Strength ETF in Q2 2024 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's First Trust Capital Strength ETF position peaked at $109K in Q2 2024.
  • 499 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q3 2024.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q3 2024, filed 23 Oct 2024.