Summit Wealth & Retirement Planning’s First Trust Capital Strength ETF FTCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221K | Hold |
2,433
| – | – | 0.06% | 95 |
|
|
2025
Q1 | $218K | Hold |
2,433
| – | – | 0.07% | 71 |
|
|
2024
Q4 | $214K | Sell |
2,433
-214
| -8% | -$18.8K | 0.07% | 71 |
|
|
2024
Q3 | $240K | Buy |
2,647
+3
| +0.1% | +$272 | 0.08% | 62 |
|
|
2024
Q2 | $222K | Sell |
2,644
-3
| -0.1% | -$252 | 0.08% | 61 |
|
|
2024
Q1 | $227K | Buy |
+2,647
| New | +$227K | 0.08% | 61 |
|
|
2023
Q1 | – | Sell |
-3,066
| Closed | -$230K | – | 109 |
|
|
2022
Q4 | $230K | Hold |
3,066
| – | – | 0.09% | 95 |
|
|
2022
Q3 | $204K | Hold |
3,066
| – | – | 0.08% | 102 |
|
|
2022
Q2 | $214K | Buy |
+3,066
| New | +$214K | 0.08% | 108 |
|