RIA
FTCS icon

Realta Investment Advisors’s First Trust Capital Strength ETF FTCS Stock Holding History

Realta Investment Advisors’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 		– Sell
-190
Closed -$17.5K – 361
2024
Q3 		$17.5K Sell
190
-468
-71% -$41K 0.01% 281
2024
Q2 		$55.3K Hold
658
– – 0.01% 526
2024
Q1 		$56.3K Buy
+658
New +$54.3K 0.01% 545
2023
Q4 		– Sell
-1,500
Closed -$113K – 544
2023
Q3 		$113K Hold
1,500
– – 0.03% 451
2023
Q2 		$113K Buy
+1,500
New +$110K 0.02% 473
2023
Q1 		– Sell
-1,749
Closed -$131K – 551
2022
Q4 		$131K Sell
1,749
-754
-30% -$55.6K 0.03% 451
2022
Q3 		$166K Buy
+2,503
New +$180K 0.04% 383

Other funds holding FTCS

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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 $564B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return