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

Total Clarity 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 		– Sell
-2,620
Closed -$238K – 280
2024
Q3 		$238K Sell
2,620
-420
-14% -$36.8K 0.08% 223
2024
Q2 		$255K Sell
3,040
-37
-1% -$3.09K 0.09% 208
2024
Q1 		$264K Buy
3,077
+199
+7% +$16.4K 0.09% 221
2023
Q4 		$230K Buy
+2,878
New +$219K 0.09% 208
2023
Q3 		– Sell
-12,276
Closed -$922K – 223
2023
Q2 		$922K Sell
12,276
-483
-4% -$35.4K 0.46% 61
2023
Q1 		$931K Sell
12,759
-750
-6% -$55.3K 0.51% 53
2022
Q4 		$1.01M Buy
13,509
+10,315
+323% +$761K 0.52% 49
2022
Q3 		$212K Sell
3,194
-41,024
-93% -$2.95M 0.13% 205
2022
Q2 		$3.09M Sell
44,218
-856
-2% -$62.9K 1.6% 6
2022
Q1 		$3.52M Buy
45,074
+2,439
+6% +$190K 1.93% 7
2021
Q4 		$3.6M Buy
42,635
+1,481
+4% +$119K 1.64% 8
2021
Q3 		$3.08M Buy
41,154
+488
+1% +$38K 1.46% 10
2021
Q2 		$3.07M Buy
40,666
+20
+0% +$1.49K 1.71% 10
2021
Q1 		$2.88M Sell
40,646
-7,981
-16% -$543K 1.65% 10
2020
Q4 		$3.28M Buy
48,627
+649
+1% +$42.4K 2.28% 9
2020
Q3 		$3.04M Buy
47,978
+6,831
+17% +$427K 2.65% 7
2020
Q2 		$2.4M Buy
41,147
+968
+2% +$54.1K 2.21% 9
2020
Q1 		$2M Sell
40,179
-58,092
-59% -$3.35M 3.08% 5
2019
Q4 		$5.93M Buy
+98,271
New +$5.72M 4.45% 1

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

Total Clarity Wealth Management's FTCS Position: Q4 2024 in Review

Total Clarity Wealth Management sold out of First Trust Capital Strength ETF (FTCS) in Q4 2024, closing a stake of 2,620 shares — an estimated $238K sold.

Total Clarity Wealth Management first reported a position in FTCS in Q4 2019 and held it in 19 quarters. The position peaked at $5.93M in Q4 2019. 538 funds tracked by Wall St. Rank hold FTCS as of Q4 2024.

  • Total Clarity Wealth Management reported no remaining First Trust Capital Strength ETF position as of Q4 2024 after selling out during the quarter.
  • Total Clarity Wealth Management sold 2,620 First Trust Capital Strength ETF shares in Q4 2024, an estimated $238K.
  • Total Clarity Wealth Management first reported a position in First Trust Capital Strength ETF in Q4 2019 and held it in 19 quarters.
  • Total Clarity Wealth Management's First Trust Capital Strength ETF position peaked at $5.93M in Q4 2019.
  • 538 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q4 2024.

Based on Total Clarity Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.