WMWM
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Whitaker-Myers Wealth Managers’s First Trust Capital Strength ETF FTCS Stock Holding History

Whitaker-Myers Wealth Managers’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
2026
Q2 		$1.08M Sell
11,459
-211
-2% -$19.7K 0.18% 72
2026
Q1 		$1.08M Sell
11,670
-461
-4% -$44.2K 0.22% 69
2025
Q4 		$1.12M Sell
12,131
-232
-2% -$21.4K 0.23% 72
2025
Q3 		$1.16M Sell
12,363
-701
-5% -$64.6K 0.25% 50
2025
Q2 		$1.19M Sell
13,064
-2,237
-15% -$199K 0.3% 39
2025
Q1 		$1.37M Sell
15,301
-843
-5% -$75.3K 0.38% 31
2024
Q4 		$1.42M Sell
16,144
-348
-2% -$31.7K 0.41% 31
2024
Q3 		$1.5M Sell
16,492
-127
-0.8% -$11.1K 0.5% 29
2024
Q2 		$1.4M Sell
16,619
-1,407
-8% -$117K 0.52% 28
2024
Q1 		$1.54M Sell
18,026
-1,627
-8% -$134K 0.65% 26
2023
Q4 		$1.57M Sell
19,653
-1,270
-6% -$96.6K 0.78% 23
2023
Q3 		$1.54M Sell
20,923
-4,624
-18% -$350K 0.96% 19
2023
Q2 		$1.92M Sell
25,547
-1,107
-4% -$81.1K 1.28% 20
2023
Q1 		$1.94M Sell
26,654
-4,147
-13% -$306K 1.51% 17
2022
Q4 		$2.31M Buy
+30,801
New +$2.27M 2.21% 11

Other funds holding FTCS

AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
SWM
Shelton Wealth Management Fort Worth, Texas $253M AUM 34.47% 1-Year Est. Return
PWM
Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return