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BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s FTC Solar FTCI Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Portfolio FTCI Stock Details FTCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-600
Closed -$4.23K – 2714
2025
Q3 		$4.23K Buy
+600
New +$3.56K ﹤0.01% 1884

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Geode Capital Management
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BlackRock
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Electron Capital Partners
Electron Capital Partners New York $2.5B AUM 97.62% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
EAM Investors
EAM Investors Solana Beach, California $1.12B AUM 390.6% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s FTCI Position: Q4 2025 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold out of FTC Solar (FTCI) in Q4 2025, closing a stake of 600 shares — an estimated $4.23K sold.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in FTCI in Q3 2025 and held it in 1 quarter. The position peaked at $4.23K in Q3 2025. 42 funds tracked by Wall St. Rank hold FTCI as of Q4 2025.

  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reported no remaining FTC Solar position as of Q4 2025 after selling out during the quarter.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 600 FTC Solar shares in Q4 2025, an estimated $4.23K.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in FTC Solar in Q3 2025 and held it in 1 quarter.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s FTC Solar position peaked at $4.23K in Q3 2025.
  • 42 funds tracked by Wall St. Rank held FTC Solar as of Q4 2025.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q4 2025, filed 30 Oct 2026.