Avantax Planning Partners’s First Trust Capital Strength ETF FTCS Stock Holding History

Avantax Planning Partners’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	$1.13M	Sell	12,080 -440	-4%	-$41.1K	0.03%	195
2026 Q1	$1.16M	Sell	12,520 -67	-0.5%	-$6.43K	0.03%	178
2025 Q4	$1.16M	Buy	12,587 +68	+0.5%	+$6.29K	0.03%	178
2025 Q3	$1.17M	Sell	12,519 -124	-1%	-$11.4K	0.03%	182
2025 Q2	$1.15M	Sell	12,643 -13	-0.1%	-$1.16K	0.04%	182
2025 Q1	$1.13M	Sell	12,656 -461	-4%	-$41.2K	0.04%	177
2024 Q4	$1.15M	Sell	13,117 -24	-0.2%	-$2.18K	0.04%	170
2024 Q3	$1.19M	Sell	13,141 -15	-0.1%	-$1.31K	0.04%	168
2024 Q2	$1.11M	Buy	13,156 +25	+0.2%	+$2.09K	0.04%	196
2024 Q1	$1.12M	Buy	+13,131	New	+$1.08M	0.04%	202
2022 Q1	–	Sell	-2,462	Closed	-$208K	–	369
2021 Q4	$208K	Buy	+2,462	New	+$198K	0.01%	331

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

Avantax Planning Partners's FTCS Position: Q2 2026 in Review

Avantax Planning Partners reduced its First Trust Capital Strength ETF (FTCS) stake by 3.5% in Q2 2026, selling an estimated $41.1K and leaving 12,080 shares worth $1.13M. The position accounts for 0.03% of the portfolio, ranked #195.

Avantax Planning Partners first reported a position in FTCS in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.19M in Q3 2024. 547 funds tracked by Wall St. Rank hold FTCS as of Q2 2026.

Avantax Planning Partners held 12,080 shares of First Trust Capital Strength ETF worth $1.13M as of Q2 2026.
Avantax Planning Partners sold 440 First Trust Capital Strength ETF shares in Q2 2026, an estimated $41.1K.
First Trust Capital Strength ETF made up 0.03% of Avantax Planning Partners's portfolio in Q2 2026, its #195 holding.
Avantax Planning Partners first reported a position in First Trust Capital Strength ETF in Q4 2021 and has held it in 11 quarters since.
Avantax Planning Partners's First Trust Capital Strength ETF position peaked at $1.19M in Q3 2024.
547 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.