CAG
FTCS icon

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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Centerpoint Advisory Group's FTCS Position: Q1 2026 in Review

Centerpoint Advisory Group reduced its First Trust Capital Strength ETF (FTCS) stake by 2.1% in Q1 2026, selling an estimated $57.6K and leaving 28,556 shares worth $2.65M. The position accounts for 1.99% of the portfolio, ranked #15.

Centerpoint Advisory Group first reported a position in FTCS in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.73M in Q3 2025. 540 funds tracked by Wall St. Rank hold FTCS as of Q1 2026.

  • Centerpoint Advisory Group held 28,556 shares of First Trust Capital Strength ETF worth $2.65M as of Q1 2026.
  • Centerpoint Advisory Group sold 600 First Trust Capital Strength ETF shares in Q1 2026, an estimated $57.6K.
  • First Trust Capital Strength ETF made up 1.99% of Centerpoint Advisory Group's portfolio in Q1 2026, its #15 holding.
  • Centerpoint Advisory Group first reported a position in First Trust Capital Strength ETF in Q4 2024 and has held it in 6 quarters since.
  • Centerpoint Advisory Group's First Trust Capital Strength ETF position peaked at $2.73M in Q3 2025.
  • 540 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q1 2026.

Based on Centerpoint Advisory Group's 13F filing for Q1 2026, filed 29 Apr 2026.