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 Q1	$265K	Buy	+2,855	New	+$274K	﹤0.01%	2697

Other funds holding FTCS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Cerity Partners's FTCS Position: Q1 2026 in Review

Cerity Partners opened a new position in First Trust Capital Strength ETF (FTCS) in Q1 2026: 2,855 shares worth $265K. The stake represents ﹤0.01% of the portfolio and ranks #2697 among its holdings.

540 funds tracked by Wall St. Rank hold FTCS as of Q1 2026.

Cerity Partners held 2,855 shares of First Trust Capital Strength ETF worth $265K as of Q1 2026.
First Trust Capital Strength ETF was a new Cerity Partners position in Q1 2026.
First Trust Capital Strength ETF made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2697 holding.
540 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.