WMWM
Whitaker-Myers Wealth Managers’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 | $1.19M | Sell |
13,064
-2,237
| -15% | -$203K | 0.3% | 39 |
|
|
2025
Q1 | $1.37M | Sell |
15,301
-843
| -5% | -$75.6K | 0.38% | 31 |
|
|
2024
Q4 | $1.42M | Sell |
16,144
-348
| -2% | -$30.6K | 0.41% | 31 |
|
|
2024
Q3 | $1.5M | Sell |
16,492
-127
| -0.8% | -$11.5K | 0.5% | 29 |
|
|
2024
Q2 | $1.4M | Sell |
16,619
-1,407
| -8% | -$118K | 0.52% | 28 |
|
|
2024
Q1 | $1.54M | Sell |
18,026
-1,627
| -8% | -$139K | 0.65% | 26 |
|
|
2023
Q4 | $1.57M | Sell |
19,653
-1,270
| -6% | -$102K | 0.78% | 23 |
|
|
2023
Q3 | $1.54M | Sell |
20,923
-4,624
| -18% | -$340K | 0.96% | 19 |
|
|
2023
Q2 | $1.92M | Sell |
25,547
-1,107
| -4% | -$83.1K | 1.28% | 20 |
|
|
2023
Q1 | $1.94M | Sell |
26,654
-4,147
| -13% | -$302K | 1.51% | 17 |
|
|
2022
Q4 | $2.31M | Buy |
+30,801
| New | +$2.31M | 2.21% | 11 |
|