Cerity Partners
FTCS icon

Cerity Partners’s First Trust Capital Strength ETF FTCS Stock Holding History

Cerity Partners’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 		$793K Buy
8,446
+5,591
+196% +$522K ﹤0.01% 2135
2026
Q1 		$265K Buy
+2,855
New +$274K ﹤0.01% 2697

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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 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cerity Partners's FTCS Position: Q2 2026 in Review

Cerity Partners increased its First Trust Capital Strength ETF (FTCS) stake by 196% in Q2 2026, buying an estimated $522K and bringing the position to 8,446 shares worth $793K. The position accounts for ﹤0.01% of the portfolio, ranked #2135.

Cerity Partners first reported a position in FTCS in Q1 2026 and has held it in 2 quarters since. 550 funds tracked by Wall St. Rank hold FTCS as of Q2 2026.

  • Cerity Partners held 8,446 shares of First Trust Capital Strength ETF worth $793K as of Q2 2026.
  • Cerity Partners bought 5,591 First Trust Capital Strength ETF shares in Q2 2026, an estimated $522K.
  • First Trust Capital Strength ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2135 holding.
  • Cerity Partners first reported a position in First Trust Capital Strength ETF in Q1 2026 and has held it in 2 quarters since.
  • 550 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.