A Most Modest Retreat

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A Most Modest Retreat

Upon the stage of high finance, a drama unfolds, not of soaring ambition, but of a quiet, almost sheepish, withdrawal. Ergawealth Advisors, Inc., those esteemed arbiters of prudence, have seen fit to relieve themselves of some 81,378 shares of the First Trust Capital Strength ETF (FTCS), a transaction amounting to a trifling $7.52 million. One might almost suspect a lack of faith, were it not so… predictable.

Act I: The Disposition of Funds

The aforementioned Ergawealth, in a gesture of fiscal discretion – or perhaps a subtle admission of ennui – diminished their holding in FTCS. What remains, a mere 40,140 shares valued at $3.71 million, suggests a lingering affection, or more likely, a reluctance to fully confess a miscalculation. The market, after all, is a merciless judge, and even the most seasoned players occasionally find themselves humbled.

Act II: The State of the Realm

As of the last accounting, this FTCS constituted a paltry 1.71% of Ergawealth’s reported assets under management. A sum scarcely worth mentioning, one might think, were it not for the symbolic weight of such a divestiture. Observe, if you will, the leading holdings of these astute investors:

  • NASDAQ: FTHI: $49.54 million (a considerable indulgence, wouldn’t you agree?)
  • NYSEMKT: CGGR: $31.96 million (a respectable, if uninspired, investment)
  • NYSEMKT: CGDV: $26.30 million (a cautious venture, no doubt)
  • NYSEMKT: CGMM: $21.60 million (moderation itself)
  • NYSEMKT: CGUS: $15.88 million (a sensible, if unremarkable, allocation)

FTCS itself, priced at $96.10 as of late January, managed a modest 7% gain over the past year. A perfectly acceptable return, one supposes, until one considers that the S&P 500, that insatiable engine of speculation, outperformed it by a full 7 percentage points. Ah, the vanity of expecting stability in a world obsessed with growth!

Act III: A Fund’s Portrait

Let us examine this FTCS more closely. It is, we are told, a fund dedicated to tracking companies possessing both capital and character – a noble ambition, to be sure. It invests primarily in stocks and REITs, with a commendable commitment to diversification. Its structure, an exchange-traded fund, offers investors a convenient means of participating in the grand game of chance. As of January 21, its assets under management stood at a respectable $8.05 billion. A kingdom, perhaps, but one built on sand, if recent performance is any indication.

Metric Value
AUM $8.05 billion
Price (as of 1/21/26) $96.10
Yield 1.00%
1-year total return 8.11%

The Moral of the Tale

In a year where the market rewarded audacity and punished timidity, this modest retreat from FTCS is hardly surprising. While the fund continues to seek out companies with strong balance sheets and subdued volatility, such virtues are often overlooked in the frenzy of speculation. Steadiness, it seems, is a liability when everyone else is chasing rainbows.

The true significance of this transaction lies not in the amount of money involved, but in the message it sends. Ergawealth, it appears, is shifting its affections – trading prudence for profit, and stability for spectacle. A most predictable, and therefore, a most human, failing.

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2026-01-23 14:13