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 $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return