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Boyce & Associates Wealth Consulting’s First Trust Capital Strength ETF FTCS Stock Holding History

Boyce & Associates Wealth Consulting’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 		$964K Sell
10,261
-1,422
-12% -$133K 0.67% 35
2026
Q1 		$1.08M Sell
11,683
-20,319
-63% -$1.95M 0.82% 29
2025
Q4 		$2.96M Sell
32,002
-194
-0.6% -$17.9K 2.48% 9
2025
Q3 		$3.01M Sell
32,196
-1,809
-5% -$167K 2.47% 10
2025
Q2 		$3.09M Sell
34,005
-1,572
-4% -$140K 2.82% 9
2025
Q1 		$3.19M Sell
35,577
-1,368
-4% -$122K 3.19% 6
2024
Q4 		$3.24M Sell
36,945
-10,419
-22% -$948K 3.28% 7
2024
Q3 		$4.3M Buy
47,364
+778
+2% +$68.2K 4.47% 7
2024
Q2 		$3.92M Sell
46,586
-11,414
-20% -$953K 4.6% 7
2024
Q1 		$4.97M Sell
58,000
-1,358
-2% -$112K 6.41% 5
2023
Q4 		$4.75M Buy
59,358
+536
+0.9% +$40.8K 6.91% 4
2023
Q3 		$4.33M Sell
58,822
-18,393
-24% -$1.39M 7.21% 5
2023
Q2 		$5.8M Sell
77,215
-24,837
-24% -$1.82M 9.69% 3
2023
Q1 		$7.46M Sell
102,052
-2,415
-2% -$178K 13.37% 1
2022
Q4 		$7.83M Sell
104,467
-1,032
-1% -$76.1K 14.96% 1
2022
Q3 		$7.01M Buy
105,499
+2,834
+3% +$204K 14.43% 1
2022
Q2 		$7.18M Sell
102,665
-67,956
-40% -$5M 13.05% 1
2022
Q1 		$13.3M Buy
+170,621
New +$13.3M 19.93% 1

Other funds holding FTCS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Boyce & Associates Wealth Consulting's FTCS Position: Q2 2026 in Review

Boyce & Associates Wealth Consulting reduced its First Trust Capital Strength ETF (FTCS) stake by 12% in Q2 2026, selling an estimated $133K and leaving 10,261 shares worth $964K. The position accounts for 0.67% of the portfolio, ranked #35.

Boyce & Associates Wealth Consulting first reported a position in FTCS in Q1 2022 and has held it in 18 quarters since. The position peaked at $13.3M in Q1 2022. 319 funds tracked by Wall St. Rank hold FTCS as of Q2 2026.

  • Boyce & Associates Wealth Consulting held 10,261 shares of First Trust Capital Strength ETF worth $964K as of Q2 2026.
  • Boyce & Associates Wealth Consulting sold 1,422 First Trust Capital Strength ETF shares in Q2 2026, an estimated $133K.
  • First Trust Capital Strength ETF made up 0.67% of Boyce & Associates Wealth Consulting's portfolio in Q2 2026, its #35 holding.
  • Boyce & Associates Wealth Consulting first reported a position in First Trust Capital Strength ETF in Q1 2022 and has held it in 18 quarters since.
  • Boyce & Associates Wealth Consulting's First Trust Capital Strength ETF position peaked at $13.3M in Q1 2022.
  • 319 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q2 2026, filed 23 Jul 2026.