American Institute for Advanced Investment Management’s First Trust Capital Strength ETF FTCS Stock Holding History

American Institute for Advanced Investment Management’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	$402K	Sell	4,279 -2,830	-40%	-$264K	0.23%	109
2026 Q1	$659K	Sell	7,109 -110	-2%	-$10.6K	0.43%	74
2025 Q4	$668K	Sell	7,219 -14	-0.2%	-$1.29K	0.43%	66
2025 Q3	$677K	Buy	7,233 +105	+1%	+$9.68K	0.44%	69
2025 Q2	$648K	Sell	7,128 -250	-3%	-$22.3K	0.46%	63
2025 Q1	$661K	Sell	7,378 -39	-0.5%	-$3.48K	0.5%	57
2024 Q4	$651K	Sell	7,417 -3,084	-29%	-$281K	0.49%	61
2024 Q3	$953K	Sell	10,501 -1,729	-14%	-$152K	0.68%	46
2024 Q2	$1.03M	Sell	12,230 -4,449	-27%	-$371K	0.79%	38
2024 Q1	$1.43M	Sell	16,679 -1,453	-8%	-$120K	1.13%	20
2023 Q4	$1.45M	Sell	18,132 -105	-0.6%	-$7.99K	1.28%	18
2023 Q3	$1.34M	Sell	18,237 -2,599	-12%	-$197K	1.24%	20
2023 Q2	$1.56M	Buy	20,836 +1,965	+10%	+$144K	1.37%	17
2023 Q1	$1.38M	Sell	18,871 -3,253	-15%	-$240K	1.47%	15
2022 Q4	$1.66M	Sell	22,124 -939	-4%	-$69.3K	1.52%	17
2022 Q3	$1.53M	Buy	23,063 +341	+2%	+$24.5K	1.43%	20
2022 Q2	$1.59M	Sell	22,722 -860	-4%	-$63.2K	1.39%	19
2022 Q1	$1.84M	Buy	23,582 +496	+2%	+$38.6K	1.34%	22
2021 Q4	$1.95M	Sell	23,086 -5	-0%	-$401	1.31%	21
2021 Q3	$1.73M	Sell	23,091 -894	-4%	-$69.7K	1.22%	26
2021 Q2	$1.81M	Sell	23,985 -340	-1%	-$25.3K	1.28%	23
2021 Q1	$1.72M	Buy	24,325 +32	+0.1%	+$2.18K	1.32%	24
2020 Q4	$1.64M	Buy	24,293 +2,081	+9%	+$136K	1.32%	24
2020 Q3	$1.41M	Sell	22,212 -3,874	-15%	-$242K	1.26%	27
2020 Q2	$1.52M	Buy	+26,086	New	+$1.46M	1.44%	26

Other funds holding FTCS

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

American Institute for Advanced Investment Management's FTCS Position: Q2 2026 in Review

American Institute for Advanced Investment Management reduced its First Trust Capital Strength ETF (FTCS) stake by 40% in Q2 2026, selling an estimated $264K and leaving 4,279 shares worth $402K. The position accounts for 0.23% of the portfolio, ranked #109.

American Institute for Advanced Investment Management first reported a position in FTCS in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.95M in Q4 2021. 356 funds tracked by Wall St. Rank hold FTCS as of Q2 2026.

American Institute for Advanced Investment Management held 4,279 shares of First Trust Capital Strength ETF worth $402K as of Q2 2026.
American Institute for Advanced Investment Management sold 2,830 First Trust Capital Strength ETF shares in Q2 2026, an estimated $264K.
First Trust Capital Strength ETF made up 0.23% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #109 holding.
American Institute for Advanced Investment Management first reported a position in First Trust Capital Strength ETF in Q2 2020 and has held it in 25 quarters since.
American Institute for Advanced Investment Management's First Trust Capital Strength ETF position peaked at $1.95M in Q4 2021.
356 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.