Atria Wealth Solutions’s First Trust Capital Strength ETF FTCS Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$9.89M	Sell	108,634 -72,760	-40%	-$6.48M	0.22%	103
2025 Q1	$16.3M	Sell	181,394 -99,681	-35%	-$8.9M	0.2%	112
2024 Q4	$24.7M	Sell	281,075 -16,836	-6%	-$1.53M	0.27%	76
2024 Q3	$27.1M	Sell	297,911 -3,285	-1%	-$288K	0.29%	68
2024 Q2	$25.3M	Sell	301,196 -1,203	-0.4%	-$100K	0.28%	68
2024 Q1	$25.9M	Sell	302,399 -13,221	-4%	-$1.09M	0.29%	67
2023 Q4	$25.3M	Buy	315,620 +85	+0%	+$6.47K	0.32%	62
2023 Q3	$23.2M	Sell	315,535 -72,042	-19%	-$5.45M	0.33%	60
2023 Q2	$29.1M	Sell	387,577 -28,234	-7%	-$2.07M	0.4%	41
2023 Q1	$30.3M	Sell	415,811 -1,766	-0.4%	-$130K	0.45%	36
2022 Q4	$31.3M	Sell	417,577 -5,645	-1%	-$417K	0.5%	28
2022 Q3	$28.1M	Buy	423,222 +8,945	+2%	+$643K	0.49%	32
2022 Q2	$29M	Sell	414,277 -12,425	-3%	-$913K	0.54%	30
2022 Q1	$33.4M	Buy	+426,702	New	+$33.2M	0.55%	26

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

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

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

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

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

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

Atria Wealth Solutions's FTCS Position: Q2 2025 in Review

Atria Wealth Solutions reduced its First Trust Capital Strength ETF (FTCS) stake by 40% in Q2 2025, selling an estimated $6.48M and leaving 108,634 shares worth $9.89M. The position accounts for 0.22% of the portfolio, ranked #103.

Atria Wealth Solutions first reported a position in FTCS in Q1 2022 and has held it in 14 quarters since. The position peaked at $33.4M in Q1 2022. 529 funds tracked by Wall St. Rank hold FTCS as of Q2 2025.

Atria Wealth Solutions held 108,634 shares of First Trust Capital Strength ETF worth $9.89M as of Q2 2025.
Atria Wealth Solutions sold 72,760 First Trust Capital Strength ETF shares in Q2 2025, an estimated $6.48M.
First Trust Capital Strength ETF made up 0.22% of Atria Wealth Solutions's portfolio in Q2 2025, its #103 holding.
Atria Wealth Solutions first reported a position in First Trust Capital Strength ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's First Trust Capital Strength ETF position peaked at $33.4M in Q1 2022.
529 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.