WealthPLAN Partners’s First Trust Capital Strength ETF FTCS Stock Holding History

WealthPLAN Partners’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
2022 Q1	$358K	Buy	4,833 +1,011	+26%	+$78.6K	0.02%	294
2021 Q4	$300K	Buy	3,822 +303	+9%	+$24.3K	0.02%	318
2021 Q3	$287K	Buy	3,519 +285	+9%	+$22.2K	0.02%	319
2021 Q2	$255K	Buy	3,234 +87	+3%	+$6.47K	0.02%	313
2021 Q1	$236K	Sell	3,147 -74	-2%	-$5.03K	0.02%	295
2020 Q4	$216K	Sell	3,221 -3,051	-49%	-$199K	0.02%	307
2020 Q3	$411K	Sell	6,272 -131	-2%	-$8.19K	0.04%	216
2020 Q2	$404K	Buy	+6,403	New	+$358K	0.04%	209

Other funds holding FTCS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

WealthPLAN Partners's FTCS Position: Q1 2022 in Review

WealthPLAN Partners increased its First Trust Capital Strength ETF (FTCS) stake by 26% in Q1 2022, buying an estimated $78.6K and bringing the position to 4,833 shares worth $358K. The position accounts for 0.02% of the portfolio, ranked #294.

WealthPLAN Partners first reported a position in FTCS in Q2 2020 and has held it in 8 quarters since. The position peaked at $411K in Q3 2020. 368 funds tracked by Wall St. Rank hold FTCS as of Q1 2022.

WealthPLAN Partners held 4,833 shares of First Trust Capital Strength ETF worth $358K as of Q1 2022.
WealthPLAN Partners bought 1,011 First Trust Capital Strength ETF shares in Q1 2022, an estimated $78.6K.
First Trust Capital Strength ETF made up 0.02% of WealthPLAN Partners's portfolio in Q1 2022, its #294 holding.
WealthPLAN Partners first reported a position in First Trust Capital Strength ETF in Q2 2020 and has held it in 8 quarters since.
WealthPLAN Partners's First Trust Capital Strength ETF position peaked at $411K in Q3 2020.
368 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q1 2022.

Based on WealthPLAN Partners's 13F filing for Q1 2022, filed 3 May 2022.