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Woodmont Investment Counsel’s First Trust Capital Strength ETF FTCS Stock Holding History

Woodmont Investment Counsel’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
2025
Q3 		– Sell
-15,774
Closed -$1.43M – 273
2025
Q2 		$1.43M Buy
15,774
+1,747
+12% +$156K 0.09% 122
2025
Q1 		$1.26M Buy
14,027
+2,510
+22% +$224K 0.09% 129
2024
Q4 		$1.01M Buy
11,517
+5,822
+102% +$530K 0.07% 138
2024
Q3 		$517K Buy
5,695
+3,116
+121% +$273K 0.04% 177
2024
Q2 		$217K Buy
+2,579
New +$215K 0.02% 241

Other funds holding FTCS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Woodmont Investment Counsel's FTCS Position: Q3 2025 in Review

Woodmont Investment Counsel sold out of First Trust Capital Strength ETF (FTCS) in Q3 2025, closing a stake of 15,774 shares — an estimated $1.43M sold.

Woodmont Investment Counsel first reported a position in FTCS in Q2 2024 and held it in 5 quarters. The position peaked at $1.43M in Q2 2025. 517 funds tracked by Wall St. Rank hold FTCS as of Q3 2025.

  • Woodmont Investment Counsel reported no remaining First Trust Capital Strength ETF position as of Q3 2025 after selling out during the quarter.
  • Woodmont Investment Counsel sold 15,774 First Trust Capital Strength ETF shares in Q3 2025, an estimated $1.43M.
  • Woodmont Investment Counsel first reported a position in First Trust Capital Strength ETF in Q2 2024 and held it in 5 quarters.
  • Woodmont Investment Counsel's First Trust Capital Strength ETF position peaked at $1.43M in Q2 2025.
  • 517 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q3 2025.

Based on Woodmont Investment Counsel's 13F filing for Q3 2025, filed 4 Nov 2025.