Centerpoint Advisory Group’s First Trust Capital Strength ETF FTCS Stock Holding History

Centerpoint Advisory 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	$2.62M	Sell	27,856 -700	-2%	-$65.4K	1.66%	21
2026 Q1	$2.65M	Sell	28,556 -600	-2%	-$57.6K	1.99%	15
2025 Q4	$2.7M	Hold	29,156	–	–	2.08%	15
2025 Q3	$2.73M	Sell	29,156 -130	-0.4%	-$12K	2.13%	15
2025 Q2	$2.66M	Sell	29,286 -200	-0.7%	-$17.8K	2.31%	12
2025 Q1	$2.64M	Sell	29,486 -700	-2%	-$62.5K	2.6%	10
2024 Q4	$2.65M	Buy	+30,186	New	+$2.75M	2.56%	10

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

Centerpoint Advisory Group's FTCS Position: Q2 2026 in Review

Centerpoint Advisory Group reduced its First Trust Capital Strength ETF (FTCS) stake by 2.5% in Q2 2026, selling an estimated $65.4K and leaving 27,856 shares worth $2.62M. The position accounts for 1.66% of the portfolio, ranked #21.

Centerpoint Advisory Group first reported a position in FTCS in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.73M in Q3 2025. 550 funds tracked by Wall St. Rank hold FTCS as of Q2 2026.

Centerpoint Advisory Group held 27,856 shares of First Trust Capital Strength ETF worth $2.62M as of Q2 2026.
Centerpoint Advisory Group sold 700 First Trust Capital Strength ETF shares in Q2 2026, an estimated $65.4K.
First Trust Capital Strength ETF made up 1.66% of Centerpoint Advisory Group's portfolio in Q2 2026, its #21 holding.
Centerpoint Advisory Group first reported a position in First Trust Capital Strength ETF in Q4 2024 and has held it in 7 quarters since.
Centerpoint Advisory Group's First Trust Capital Strength ETF position peaked at $2.73M in Q3 2025.
550 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2026.

Based on Centerpoint Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.