Claro Advisors’s First Trust Capital Strength ETF FTCS Stock Holding History

Claro Advisors’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 Q3	$368K	Hold	3,916	–	–	0.04%	357
2026 Q2	$368K	Sell	3,916 -25	-0.6%	-$2.34K	0.04%	345
2026 Q1	$366K	Hold	3,941	–	–	0.04%	316
2025 Q4	$365K	Hold	3,941	–	–	0.05%	282
2025 Q3	$369K	Hold	3,941	–	–	0.05%	274
2025 Q2	$358K	Buy	+3,941	New	+$351K	0.06%	258
2019 Q4	–	Sell	-6,962	Closed	-$395K	–	174
2019 Q3	$395K	Buy	+6,962	New	+$396K	0.35%	85
2019 Q2	–	Sell	-1,552	Closed	-$234K	–	162
2019 Q1	$234K	Buy	1,552 +1,027	+196%	+$53.3K	0.23%	128
2018 Q4	$29K	Buy	+525	New	+$27.1K	0.02%	461

Other funds holding FTCS

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Archer Investment Corporation Carmel, Indiana $545M AUM 21.2% 1-Year Est. Return

IFG Advisory Atlanta, Georgia $3.01B AUM 18.54% 1-Year Est. Return

Claro Advisors's FTCS Position: Q3 2026 in Review

Claro Advisors held its First Trust Capital Strength ETF (FTCS) position steady in Q3 2026 at 3,916 shares worth $368K. The position accounts for 0.04% of the portfolio, ranked #357.

Claro Advisors first reported a position in FTCS in Q4 2018 and has held it in 9 quarters since. The position peaked at $395K in Q3 2019. 341 funds tracked by Wall St. Rank hold FTCS as of Q3 2026.

Claro Advisors held 3,916 shares of First Trust Capital Strength ETF worth $368K as of Q3 2026.
Claro Advisors left its First Trust Capital Strength ETF share count unchanged in Q3 2026.
First Trust Capital Strength ETF made up 0.04% of Claro Advisors's portfolio in Q3 2026, its #357 holding.
Claro Advisors first reported a position in First Trust Capital Strength ETF in Q4 2018 and has held it in 9 quarters since.
Claro Advisors's First Trust Capital Strength ETF position peaked at $395K in Q3 2019.
341 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.