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On Feb. 5, 2026, IMG Wealth Management, Inc. disclosed in an SEC filing that it sold 48,466 shares of First Trust Capital Strength ETF(NASDAQ:FTCS). What happened According to a filing with the Securities and Exchange Commission dated Feb.…
Key Points IMG Wealth's fourth-quarter 13F revealed a sale of 48,466 shares of First Trust Capital Strength ETF. Quarter-end FTCS position value decreased by approximately $4.5 million, reflecting both trading activity and price movements.…
Retirees and investors near retirement are in a tough spot. They need growth from their stock market portfolio to fight inflation and rising health care costs, but another major market drop could leave stocks in a "lost period" which they…
Today, First Trust rolled out its second fund offering laddered exposure to its buffered ETFs. The FT Cboe Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) selects four of the fund’s managed outcome ETFs tied to the Nasdaq-100 Index and holds th…
Charlotte, NC, based Investment company Atria Investments Llc (Current Portfolio) buys OneAscent Large Cap Core ETF, iShares MSCI EAFE ETF, Vanguard High Dividend Yield Indx ETF, Adaptive High Income ETF, VanEck Vectors Fallen Angel High Y…
Investment company DHJJ Financial Advisors, Ltd. (Current Portfolio) buys FIRST TR EXCHANGE, FT Cboe Vest Buffered Allocation Growth ETF, FT Cboe Vest Fund of Deep Buffer ETFs, First Trust Municipal High Income ETF, Innovator U.S. Equity U…
Investment company Kestra Private Wealth Services, Llc (Current Portfolio) buys FT Cboe Vest Fund of Deep Buffer ETFs, iShares Core U.S. Aggregate Bond ETF, FIRST TR EXCHANGE, BTC BlackRock Ultra Short-Term Bond ETF, BTC iShares Core MSCI…
Investment company Legacy Financial Group LLC (Current Portfolio) buys FT Cboe Vest Fund of Deep Buffer ETFs, Invesco BulletShares 2026 High Yield Corporate Bon, iShares S&P 500 Growth ETF, Invesco BulletShares 2027 High Yield Corporate Bo…
Omaha, NE, based Investment company Cambridge Advisors Inc. (Current Portfolio) buys Verizon Communications Inc, Schwab Fundamental U.S. Large Company Index ETF, FT Cboe Vest Fund of Deep Buffer ETFs, FT Cboe Vest Fund of Buffer ETFs, Weye…