Siligmueller & Norvid Wealth Advisors’s First Trust Capital Strength ETF FTCS Stock Holding History

Siligmueller & Norvid Wealth 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
2025 Q3	–	Sell	-98,247	Closed	-$8.87M	–	181
2025 Q2	$8.87M	Buy	98,247 +19,970	+26%	+$1.78M	3.44%	6
2025 Q1	$7.02M	Buy	78,277 +4,572	+6%	+$408K	2.97%	8
2024 Q4	$6.47M	Buy	+73,705	New	+$6.71M	2.76%	9

Other funds holding FTCS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's FTCS Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors sold out of First Trust Capital Strength ETF (FTCS) in Q3 2025, closing a stake of 98,247 shares — an estimated $8.87M sold.

Siligmueller & Norvid Wealth Advisors first reported a position in FTCS in Q4 2024 and held it in 3 quarters. The position peaked at $8.87M in Q2 2025. 516 funds tracked by Wall St. Rank hold FTCS as of Q3 2025.

Siligmueller & Norvid Wealth Advisors reported no remaining First Trust Capital Strength ETF position as of Q3 2025 after selling out during the quarter.
Siligmueller & Norvid Wealth Advisors sold 98,247 First Trust Capital Strength ETF shares in Q3 2025, an estimated $8.87M.
Siligmueller & Norvid Wealth Advisors first reported a position in First Trust Capital Strength ETF in Q4 2024 and held it in 3 quarters.
Siligmueller & Norvid Wealth Advisors's First Trust Capital Strength ETF position peaked at $8.87M in Q2 2025.
516 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.