Blue Trust Inc
FTCS icon

Blue Trust Inc’s First Trust Capital Strength ETF FTCS Stock Holding History

Blue Trust Inc’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
Q3 		$673K Buy
7,166
+5,086
+245% +$500K 0.01% 401
2026
Q2 		$195K Buy
2,080
+13
+0.6% +$1.22K ﹤0.01% 797
2026
Q1 		$192K Hold
2,067
– – ﹤0.01% 785
2025
Q4 		$191K Sell
2,067
-34
-2% -$3.14K ﹤0.01% 794
2025
Q3 		$197K Sell
2,101
-215
-9% -$19.8K ﹤0.01% 810
2025
Q2 		$210K Buy
2,316
+215
+10% +$19.1K ﹤0.01% 754
2025
Q1 		$188K Hold
2,101
– – ﹤0.01% 742
2024
Q4 		$185K Buy
2,101
+2,023
+2,594% +$184K ﹤0.01% 681
2024
Q3 		$6.56K Buy
78
+37
+90% +$3.24K ﹤0.01% 2330
2024
Q2 		$3.51K Hold
41
– – ﹤0.01% 2302
2024
Q1 		$3.51K Hold
41
– – ﹤0.01% 1704
2023
Q4 		$3K Hold
41
– – ﹤0.01% 2010
2023
Q3 		$3K Sell
41
-165
-80% -$12.5K ﹤0.01% 1747
2023
Q2 		$15K Sell
206
-868
-81% -$63.6K ﹤0.01% 1156
2023
Q1 		$80K Sell
1,074
-609
-36% -$44.9K ﹤0.01% 843
2022
Q4 		$112K Buy
1,683
+1,642
+4,005% +$121K ﹤0.01% 627
2022
Q3 		$3K Sell
41
-141
-77% -$10.1K ﹤0.01% 1684
2022
Q2 		$14K Buy
+182
New +$13.4K ﹤0.01% 1091

Other funds holding FTCS

Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
tru Independence
tru Independence Portland, Oregon $234M AUM 14.15% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Investors Research Corp
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
BAWM
Bennett Associates Wealth Management Butler, Pennsylvania $165M AUM 14% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Bernardo Wealth Planning
Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return
Kingswood Wealth Advisors
Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Blue Trust Inc's FTCS Position: Q3 2026 in Review

Blue Trust Inc increased its First Trust Capital Strength ETF (FTCS) stake by 245% in Q3 2026, buying an estimated $500K and bringing the position to 7,166 shares worth $673K. The position accounts for 0.01% of the portfolio, ranked #401.

Blue Trust Inc first reported a position in FTCS in Q2 2022 and has held it in 18 quarters since. 165 funds tracked by Wall St. Rank hold FTCS as of Q3 2026.

  • Blue Trust Inc held 7,166 shares of First Trust Capital Strength ETF worth $673K as of Q3 2026.
  • Blue Trust Inc bought 5,086 First Trust Capital Strength ETF shares in Q3 2026, an estimated $500K.
  • First Trust Capital Strength ETF made up 0.01% of Blue Trust Inc's portfolio in Q3 2026, its #401 holding.
  • Blue Trust Inc first reported a position in First Trust Capital Strength ETF in Q2 2022 and has held it in 18 quarters since.
  • 165 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.