Priebe Wealth Holdings’s First Trust Capital Strength ETF FTCS Stock Holding History

Priebe Wealth Holdings’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
2025 Q2	$684K	Sell	7,531 -300	-4%	-$26.7K	0.59%	32
2025 Q1	$702K	Sell	7,831 -5,948	-43%	-$531K	0.44%	32
2024 Q4	$1.21M	Sell	13,779 -500	-4%	-$45.5K	0.82%	21
2024 Q3	$1.3M	Buy	14,279 +1,950	+16%	+$171K	0.94%	15
2024 Q2	$1.04M	Buy	12,329 +525	+4%	+$43.8K	0.82%	17
2024 Q1	$1.01M	Buy	11,804 +250	+2%	+$20.6K	0.79%	17
2023 Q4	$925K	Buy	+11,554	New	+$879K	0.76%	20

Other funds holding FTCS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Priebe Wealth Holdings's FTCS Position: Q2 2025 in Review

Priebe Wealth Holdings reduced its First Trust Capital Strength ETF (FTCS) stake by 3.8% in Q2 2025, selling an estimated $26.7K and leaving 7,531 shares worth $684K. The position accounts for 0.59% of the portfolio, ranked #32.

Priebe Wealth Holdings first reported a position in FTCS in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.3M in Q3 2024. 529 funds tracked by Wall St. Rank hold FTCS as of Q2 2025.

Priebe Wealth Holdings held 7,531 shares of First Trust Capital Strength ETF worth $684K as of Q2 2025.
Priebe Wealth Holdings sold 300 First Trust Capital Strength ETF shares in Q2 2025, an estimated $26.7K.
First Trust Capital Strength ETF made up 0.59% of Priebe Wealth Holdings's portfolio in Q2 2025, its #32 holding.
Priebe Wealth Holdings first reported a position in First Trust Capital Strength ETF in Q4 2023 and has held it in 7 quarters since.
Priebe Wealth Holdings's First Trust Capital Strength ETF position peaked at $1.3M in Q3 2024.
529 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2025.

Based on Priebe Wealth Holdings's 13F filing for Q2 2025, filed 25 Jul 2025.