Action Point Financial Planning’s First Trust Capital Strength ETF FTCS Stock Holding History

Action Point Financial Planning’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	$1.27M	Buy	+13,585	New	+$1.27M	0.13%	152

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

Action Point Financial Planning's FTCS Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in First Trust Capital Strength ETF (FTCS) in Q2 2026: 13,585 shares worth $1.27M. The stake represents 0.13% of the portfolio and ranks #152 among its holdings.

543 funds tracked by Wall St. Rank hold FTCS as of Q2 2026.

Action Point Financial Planning held 13,585 shares of First Trust Capital Strength ETF worth $1.27M as of Q2 2026.
First Trust Capital Strength ETF was a new Action Point Financial Planning position in Q2 2026.
First Trust Capital Strength ETF made up 0.13% of Action Point Financial Planning's portfolio in Q2 2026, its #152 holding.
543 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.