Beacon Financial Group’s First Trust Capital Strength ETF FTCS Stock Holding History

Beacon Financial Group’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	$1.56M	Hold	16,650	–	–	0.14%	143
2026 Q1	$1.54M	Hold	16,650	–	–	0.15%	141
2025 Q4	$1.54M	Hold	16,650	–	–	0.15%	138
2025 Q3	$1.56M	Hold	16,650	–	–	0.15%	144
2025 Q2	$1.51M	Hold	16,650	–	–	0.16%	135
2025 Q1	$1.49M	Hold	16,650	–	–	0.16%	130
2024 Q4	$1.46M	Hold	16,650	–	–	0.16%	137
2024 Q3	$1.51M	Hold	16,650	–	–	0.16%	136
2024 Q2	$1.4M	Hold	16,650	–	–	0.16%	138
2024 Q1	$1.43M	Sell	16,650 -1,650	-9%	-$136K	0.16%	134
2023 Q4	$1.46M	Buy	+18,300	New	+$1.39M	0.18%	129

Other funds holding FTCS

AFA

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

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SWM

Shelton Wealth Management Fort Worth, Texas $255M AUM 34.47% 1-Year Est. Return

PWM

Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return

Beacon Financial Group's FTCS Position: Q2 2026 in Review

Beacon Financial Group held its First Trust Capital Strength ETF (FTCS) position steady in Q2 2026 at 16,650 shares worth $1.56M. The position accounts for 0.14% of the portfolio, ranked #143.

Beacon Financial Group first reported a position in FTCS in Q4 2023 and has held it in 11 quarters since. 92 funds tracked by Wall St. Rank hold FTCS as of Q2 2026.

Beacon Financial Group held 16,650 shares of First Trust Capital Strength ETF worth $1.56M as of Q2 2026.
Beacon Financial Group left its First Trust Capital Strength ETF share count unchanged in Q2 2026.
First Trust Capital Strength ETF made up 0.14% of Beacon Financial Group's portfolio in Q2 2026, its #143 holding.
Beacon Financial Group first reported a position in First Trust Capital Strength ETF in Q4 2023 and has held it in 11 quarters since.
92 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.