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

Sugarloaf 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
Q4 		$13.4K Buy
+153
New +$13.9K ﹤0.01% 457
2020
Q2 		– Sell
-1,040
Closed -$63K – 691
2020
Q1 		$63K Hold
1,040
– – 0.03% 195
2019
Q4 		$63K Buy
+1,040
New +$60.6K 0.03% 227

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 $377B 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 $530B 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 $666B 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 $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sugarloaf Wealth Management's FTCS Position: Q4 2024 in Review

Sugarloaf Wealth Management opened a new position in First Trust Capital Strength ETF (FTCS) in Q4 2024: 153 shares worth $13.4K. The stake represents ﹤0.01% of the portfolio and ranks #457 among its holdings. This is a return to the name: Sugarloaf Wealth Management previously reported a position in FTCS as recently as Q1 2020.

Sugarloaf Wealth Management first reported a position in FTCS in Q4 2019 and has held it in 3 quarters since. The position peaked at $63K in Q1 2020. 538 funds tracked by Wall St. Rank hold FTCS as of Q4 2024.

  • Sugarloaf Wealth Management held 153 shares of First Trust Capital Strength ETF worth $13.4K as of Q4 2024.
  • First Trust Capital Strength ETF was a new Sugarloaf Wealth Management position in Q4 2024.
  • First Trust Capital Strength ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #457 holding.
  • Sugarloaf Wealth Management first reported a position in First Trust Capital Strength ETF in Q4 2019 and has held it in 3 quarters since.
  • Sugarloaf Wealth Management's First Trust Capital Strength ETF position peaked at $63K in Q1 2020.
  • 538 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.