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

Clearstead 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 Q2	$155K	Hold	1,650	–	–	﹤0.01%	1131
2026 Q1	$153K	Hold	1,650	–	–	﹤0.01%	1038
2025 Q4	$153K	Hold	1,650	–	–	﹤0.01%	992
2025 Q3	$155K	Hold	1,650	–	–	﹤0.01%	938
2025 Q2	$150K	Buy	+1,650	New	+$147K	﹤0.01%	954
2023 Q1	–	Sell	-63	Closed	-$4.72K	–	1392
2022 Q4	$4.72K	Buy	+63	New	+$4.65K	﹤0.01%	990
2020 Q4	–	Sell	-1,374	Closed	-$87K	–	992
2020 Q3	$87K	Buy	+1,374	New	+$85.9K	0.01%	390

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

Clearstead Advisors's FTCS Position: Q2 2026 in Review

Clearstead Advisors held its First Trust Capital Strength ETF (FTCS) position steady in Q2 2026 at 1,650 shares worth $155K. The position accounts for ﹤0.01% of the portfolio, ranked #1131.

Clearstead Advisors first reported a position in FTCS in Q3 2020 and has held it in 7 quarters since. 547 funds tracked by Wall St. Rank hold FTCS as of Q2 2026.

Clearstead Advisors held 1,650 shares of First Trust Capital Strength ETF worth $155K as of Q2 2026.
Clearstead Advisors left its First Trust Capital Strength ETF share count unchanged in Q2 2026.
First Trust Capital Strength ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1131 holding.
Clearstead Advisors first reported a position in First Trust Capital Strength ETF in Q3 2020 and has held it in 7 quarters since.
547 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.