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.
| 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 |
| 2024 Q4 | REDUCED | 24,401 | -678 | -2.7% | 0.71% | $2.1M | $86.90 |
| 2024 Q3 | REDUCED | 25,079 | -5,269 | -17.4% | 0.76% | $2.3M | $89.45 |
| 2024 Q2 | REDUCED | 30,348 | -6,356 | -17.3% | 0.92% | $2.6M | $82.55 |
| 2024 Q1 | REDUCED | 36,704 | -567 | -1.5% | 1.13% | $3.1M | $83.85 |
| 2023 Q4 | REDUCED | 37,271 | -1,091 | -2.8% | 1.16% | $3.0M | $78.15 |
| 2023 Q3 | REDUCED | 38,362 | -716 | -1.8% | 1.22% | $2.8M | $71.50 |
As of 2025 Q4 — sorted by position size