Weitzel Financial Services’s First Trust Capital Strength ETF FTCS Stock Holding History

Weitzel Financial Services’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 Q1	–	Sell	-2,755	Closed	-$221K	–	42
2023 Q4	$221K	Sell	2,755 -1,772	-39%	-$135K	0.12%	36
2023 Q3	$332K	Sell	4,527 -121	-3%	-$9.15K	0.19%	29
2023 Q2	$349K	Buy	4,648 +66	+1%	+$4.83K	0.2%	29
2023 Q1	$336K	Buy	4,582 +72	+2%	+$5.31K	0.2%	27
2022 Q4	$338K	Sell	4,510 -547	-11%	-$40.4K	0.22%	25
2022 Q3	$336K	Hold	5,057	–	–	0.24%	26
2022 Q2	$354K	Hold	5,057	–	–	0.24%	26
2022 Q1	$395K	Buy	5,057 +120	+2%	+$9.33K	0.25%	23
2021 Q4	$417K	Sell	4,937 -345	-7%	-$27.7K	0.25%	22
2021 Q3	$398K	Buy	+5,282	New	+$412K	0.26%	22

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

RJA

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

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

Weitzel Financial Services's FTCS Position: Q1 2024 in Review

Weitzel Financial Services sold out of First Trust Capital Strength ETF (FTCS) in Q1 2024, closing a stake of 2,755 shares — an estimated $221K sold.

Weitzel Financial Services first reported a position in FTCS in Q3 2021 and held it in 10 quarters. The position peaked at $417K in Q4 2021. 474 funds tracked by Wall St. Rank hold FTCS as of Q1 2024.

Weitzel Financial Services reported no remaining First Trust Capital Strength ETF position as of Q1 2024 after selling out during the quarter.
Weitzel Financial Services sold 2,755 First Trust Capital Strength ETF shares in Q1 2024, an estimated $221K.
Weitzel Financial Services first reported a position in First Trust Capital Strength ETF in Q3 2021 and held it in 10 quarters.
Weitzel Financial Services's First Trust Capital Strength ETF position peaked at $417K in Q4 2021.
474 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q1 2024.

Based on Weitzel Financial Services's 13F filing for Q1 2024, filed 10 Apr 2024.