FTCS — FIRST TRUST CAPITAL STRENGTH ETF

Ownership history in Plotkin Financial Advisors, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Plotkin Financial Advisors, 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
4.02% (2024 Q3)
Avg. % of fund
3.54%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 65,801 -1,734 -2.6% 2.97% $6.1M $92.51
2025 Q3 REDUCED 67,535 -1,437 -2.1% 3.13% $6.3M $93.38
2025 Q2 REDUCED 68,972 -2,271 -3.2% 3.46% $6.3M $90.39
2025 Q1 REDUCED 71,243 -52 -0.1% 3.93% $6.4M $88.91
2 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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