55 North Private Wealth’s First Trust Capital Strength ETF FTCS Stock Holding History

55 North Private Wealth’s Portfolio FTCS Stock Details FTCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$425K	Hold	4,523	–	–	0.08%	115
2026 Q1	$420K	Hold	4,523	–	–	0.11%	93
2025 Q4	$418K	Buy	+4,523	New	+$418K	0.11%	90

Other funds holding FTCS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

55 North Private Wealth's FTCS Position: Q2 2026 in Review

55 North Private Wealth held its First Trust Capital Strength ETF (FTCS) position steady in Q2 2026 at 4,523 shares worth $425K. The position accounts for 0.08% of the portfolio, ranked #115.

55 North Private Wealth first reported a position in FTCS in Q4 2025 and has held it in 3 quarters since. 541 funds tracked by Wall St. Rank hold FTCS as of Q2 2026.

55 North Private Wealth held 4,523 shares of First Trust Capital Strength ETF worth $425K as of Q2 2026.
55 North Private Wealth left its First Trust Capital Strength ETF share count unchanged in Q2 2026.
First Trust Capital Strength ETF made up 0.08% of 55 North Private Wealth's portfolio in Q2 2026, its #115 holding.
55 North Private Wealth first reported a position in First Trust Capital Strength ETF in Q4 2025 and has held it in 3 quarters since.
541 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.