Anchor Investment Management’s First Trust Capital Strength ETF FTCS Stock Holding History

Anchor 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	$481K	Buy	5,126 +4,026	+366%	+$376K	0.04%	267
2026 Q1	$102K	Buy	1,100 +300	+38%	+$28.8K	0.01%	480
2025 Q4	$74K	Hold	800	–	–	0.01%	536
2025 Q3	$74.9K	Hold	800	–	–	0.01%	532
2025 Q2	$72.7K	Hold	800	–	–	0.01%	530
2025 Q1	$71.7K	Hold	800	–	–	0.01%	514
2024 Q4	$70.3K	Hold	800	–	–	0.01%	521
2024 Q3	$72.6K	Hold	800	–	–	0.01%	518
2024 Q2	$67.2K	Hold	800	–	–	0.01%	486
2024 Q1	$68.5K	Hold	800	–	–	0.01%	492
2023 Q4	$64K	Hold	800	–	–	0.01%	494
2023 Q3	$58.9K	Hold	800	–	–	0.01%	488
2023 Q2	$60.1K	Hold	800	–	–	0.01%	481
2023 Q1	$58.4K	Hold	800	–	–	0.01%	508
2022 Q4	$60K	Hold	800	–	–	0.01%	493
2022 Q3	$53.1K	Hold	800	–	–	0.01%	497
2022 Q2	$55.9K	Hold	800	–	–	0.01%	517
2022 Q1	$62.6K	Buy	800 +500	+167%	+$38.9K	0.01%	520
2021 Q4	$25.4K	Buy	+300	New	+$24.1K	﹤0.01%	660

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

Anchor Investment Management's FTCS Position: Q2 2026 in Review

Anchor Investment Management increased its First Trust Capital Strength ETF (FTCS) stake by 366% in Q2 2026, buying an estimated $376K and bringing the position to 5,126 shares worth $481K. The position accounts for 0.04% of the portfolio, ranked #267.

Anchor Investment Management first reported a position in FTCS in Q4 2021 and has held it in 19 quarters since. 550 funds tracked by Wall St. Rank hold FTCS as of Q2 2026.

Anchor Investment Management held 5,126 shares of First Trust Capital Strength ETF worth $481K as of Q2 2026.
Anchor Investment Management bought 4,026 First Trust Capital Strength ETF shares in Q2 2026, an estimated $376K.
First Trust Capital Strength ETF made up 0.04% of Anchor Investment Management's portfolio in Q2 2026, its #267 holding.
Anchor Investment Management first reported a position in First Trust Capital Strength ETF in Q4 2021 and has held it in 19 quarters since.
550 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.