FTCS — FIRST TRUST CAPITAL STRENGTH ETF

Ownership history in ForthRight Wealth Management, LLC  ·  21 quarters on record

This page tracks every 13F SEC filing in which ForthRight Wealth Management, LLC reported a position in FIRST TRUST CAPITAL STRENGTH ETF (FTCS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
10.26% (2020 Q4)
Avg. % of fund
4.27%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 17,902 -623 -3.4% 0.48% $1.7M $92.51
2025 Q3 REDUCED 18,525 -2,334 -11.2% 0.50% $1.7M $93.38
2025 Q2 REDUCED 20,859 -1,228 -5.6% 0.59% $1.9M $90.39
2025 Q1 REDUCED 22,087 -2,314 -9.5% 0.66% $2.0M $88.91
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FTCS price (monthly, adj. close)

Other funds also holding FTCS

As of 2025 Q4 — sorted by position size

Randall & Associates Wealth Management 16.55% Archer Investment Corp 3Y 6.32% RiverTree Advisors, LLC 3Y 4.64% American Financial Advisors, LLC 3Y 7Y 4.4% tru Independence LLC 3Y 4.14% STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 4.14% Scarborough Advisors, LLC 3Y 4.11% Gratus Wealth Advisors, LLC 3.94% Holistic Financial Partners 3Y 7Y 3.86% Solano Wealth Investment Advisors LLC 3.83%
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