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Beacon Investment Advisory Services’s First Trust Capital Strength ETF FTCS Stock Holding History

Beacon Investment Advisory Services’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 		$56.4K Hold
600
– – ﹤0.01% 419
2026
Q1 		$55.7K Buy
+600
New +$57.6K ﹤0.01% 421

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Cetera Investment Advisers
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Bank of America
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Beacon Investment Advisory Services's FTCS Position: Q2 2026 in Review

Beacon Investment Advisory Services held its First Trust Capital Strength ETF (FTCS) position steady in Q2 2026 at 600 shares worth $56.4K. The position accounts for ﹤0.01% of the portfolio, ranked #419.

Beacon Investment Advisory Services first reported a position in FTCS in Q1 2026 and has held it in 2 quarters since. 544 funds tracked by Wall St. Rank hold FTCS as of Q2 2026.

  • Beacon Investment Advisory Services held 600 shares of First Trust Capital Strength ETF worth $56.4K as of Q2 2026.
  • Beacon Investment Advisory Services left its First Trust Capital Strength ETF share count unchanged in Q2 2026.
  • First Trust Capital Strength ETF made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #419 holding.
  • Beacon Investment Advisory Services first reported a position in First Trust Capital Strength ETF in Q1 2026 and has held it in 2 quarters since.
  • 544 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.