SAG
FTCS icon

SageView Advisory Group’s First Trust Capital Strength ETF FTCS Stock Holding History

SageView Advisory Group’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
Q4 		$397K Sell
4,290
-646
-13% -$59.7K 0.01% 408
2025
Q3 		$462K Buy
4,936
+5
+0.1% +$461 0.02% 400
2025
Q2 		$452K Sell
4,931
-13
-0.3% -$1.16K 0.02% 395
2025
Q1 		$443K Buy
4,944
+12
+0.2% +$1.07K 0.02% 372
2024
Q4 		$433K Sell
4,932
-41
-0.8% -$3.73K 0.02% 371
2024
Q3 		$452K Buy
4,973
+8
+0.2% +$701 0.02% 321
2024
Q2 		$417K Buy
+4,965
New +$415K 0.02% 367
2024
Q1 		– Sell
-5,204
Closed -$424K – 601
2023
Q4 		$424K Buy
+5,204
New +$396K 0.02% 430
2023
Q3 		– Sell
-11,591
Closed -$870K – 531
2023
Q2 		$870K Buy
11,591
+1,584
+16% +$116K 0.05% 248
2023
Q1 		$730K Buy
+10,007
New +$738K 0.05% 254

Other funds holding FTCS

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return