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

Prosperity 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	-6,785	Closed	-$570K	–	209
2024 Q2	$570K	Buy	+6,785	New	+$566K	0.28%	74
2023 Q3	–	Sell	-5,025	Closed	-$377K	–	156
2023 Q2	$377K	Sell	5,025 -7,786	-61%	-$570K	0.24%	61
2023 Q1	$934K	Sell	12,811 -27,620	-68%	-$2.04M	0.74%	29
2022 Q4	$3.03M	Buy	+40,431	New	+$2.98M	2.86%	10

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $1.55T AUM 33.47% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

Prosperity Wealth Management's FTCS Position: Q3 2024 in Review

Prosperity Wealth Management sold out of First Trust Capital Strength ETF (FTCS) in Q3 2024, closing a stake of 6,785 shares — an estimated $570K sold.

Prosperity Wealth Management first reported a position in FTCS in Q4 2022 and held it in 4 quarters. The position peaked at $3.03M in Q4 2022. 500 funds tracked by Wall St. Rank hold FTCS as of Q3 2024.

Prosperity Wealth Management reported no remaining First Trust Capital Strength ETF position as of Q3 2024 after selling out during the quarter.
Prosperity Wealth Management sold 6,785 First Trust Capital Strength ETF shares in Q3 2024, an estimated $570K.
Prosperity Wealth Management first reported a position in First Trust Capital Strength ETF in Q4 2022 and held it in 4 quarters.
Prosperity Wealth Management's First Trust Capital Strength ETF position peaked at $3.03M in Q4 2022.
500 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q3 2024.

Based on Prosperity Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.