TWM
Trueblood Wealth Management’s First Trust Capital Strength ETF FTCS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.1M | Buy |
23,054
+1,961
| +9% | +$178K | 0.88% | 20 |
|
2025
Q1 | $1.89M | Sell |
21,093
-2,071
| -9% | -$186K | 0.88% | 23 |
|
2024
Q4 | $2.03M | Buy |
23,164
+538
| +2% | +$47.2K | 1% | 17 |
|
2024
Q3 | $2.05M | Buy |
22,626
+2,236
| +11% | +$203K | 1.03% | 16 |
|
2024
Q2 | $1.71M | Buy |
20,390
+60
| +0.3% | +$5.04K | 0.97% | 19 |
|
2024
Q1 | $1.74M | Buy |
+20,330
| New | +$1.74M | 1% | 18 |
|