Accurate Wealth Management’s First Trust New Constructs Core Earnings Leaders ETF FTCE Stock Holding History

Accurate Wealth Management’s Portfolio FTCE Stock Details FTCE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.04M	Buy	74,067 +28,627	+63%	+$751K	0.19%	118
2026 Q1	$1.1M	Buy	45,440 +19,795	+77%	+$491K	0.13%	172
2025 Q4	$654K	Buy	25,645 +13,403	+109%	+$330K	0.08%	245
2025 Q3	$294K	Buy	+12,242	New	+$281K	0.04%	399

Other funds holding FTCE

HAS

Horizon Advisory Services West Henrietta, New York $238M AUM 17.15% 1-Year Est. Return

LIA

Luken Investment Analytics Brentwood, Tennessee $286M AUM 17.34% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

TFS

Thoroughbred Financial Services Brentwood, Tennessee $2.08B AUM 54.89% 1-Year Est. Return

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

MCA

MSH Capital Advisors Scottsdale, Arizona $575M AUM 23.91% 1-Year Est. Return

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

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Accurate Wealth Management's FTCE Position: Q2 2026 in Review

Accurate Wealth Management increased its First Trust New Constructs Core Earnings Leaders ETF (FTCE) stake by 63% in Q2 2026, buying an estimated $751K and bringing the position to 74,067 shares worth $2.04M. The position accounts for 0.19% of the portfolio, ranked #118.

Accurate Wealth Management first reported a position in FTCE in Q3 2025 and has held it in 4 quarters since. 13 funds tracked by Wall St. Rank hold FTCE as of Q2 2026.

Accurate Wealth Management held 74,067 shares of First Trust New Constructs Core Earnings Leaders ETF worth $2.04M as of Q2 2026.
Accurate Wealth Management bought 28,627 First Trust New Constructs Core Earnings Leaders ETF shares in Q2 2026, an estimated $751K.
First Trust New Constructs Core Earnings Leaders ETF made up 0.19% of Accurate Wealth Management's portfolio in Q2 2026, its #118 holding.
Accurate Wealth Management first reported a position in First Trust New Constructs Core Earnings Leaders ETF in Q3 2025 and has held it in 4 quarters since.
13 funds tracked by Wall St. Rank held First Trust New Constructs Core Earnings Leaders ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.