SignalPoint Asset Management’s First Trust Capital Strength ETF FTCS Stock Holding History

SignalPoint Asset 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 Q4	$223K	Sell	2,539 -20,559	-89%	-$1.87M	0.05%	234
2024 Q3	$2.09M	Sell	23,098 -7,368	-24%	-$646K	0.49%	38
2024 Q2	$2.56M	Sell	30,466 -31,951	-51%	-$2.67M	0.68%	32
2024 Q1	$5.35M	Sell	62,417 -23,112	-27%	-$1.91M	1.47%	10
2023 Q4	$6.84M	Sell	85,529 -4,919	-5%	-$374K	2.02%	7
2023 Q3	$6.66M	Sell	90,448 -1,351	-1%	-$102K	2.12%	5
2023 Q2	$6.89M	Buy	91,799 +487	+0.5%	+$35.7K	2.11%	5
2023 Q1	$6.66M	Buy	91,312 +10,928	+14%	+$806K	2.11%	6
2022 Q4	$6.03M	Buy	+80,384	New	+$5.93M	2.1%	5
2020 Q3	–	Sell	-8,236	Closed	-$481K	–	198
2020 Q2	$481K	Buy	+8,236	New	+$460K	0.22%	90

Other funds holding FTCS

Koshinski Asset Management

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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 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 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