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

Cyndeo Wealth 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	$523K	Sell	5,571 -124	-2%	-$11.6K	0.02%	348
2026 Q1	$528K	Sell	5,695 -329	-5%	-$31.6K	0.03%	315
2025 Q4	$557K	Sell	6,024 -74	-1%	-$6.84K	0.03%	306
2025 Q3	$571K	Buy	6,098 +531	+10%	+$49K	0.03%	294
2025 Q2	$506K	Sell	5,567 -200	-3%	-$17.8K	0.03%	304
2025 Q1	$517K	Buy	5,767 +77	+1%	+$6.88K	0.03%	290
2024 Q4	$500K	Buy	5,690 +436	+8%	+$39.7K	0.03%	299
2024 Q3	$477K	Buy	+5,254	New	+$460K	0.03%	303

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

Cyndeo Wealth Partners's FTCS Position: Q2 2026 in Review

Cyndeo Wealth Partners reduced its First Trust Capital Strength ETF (FTCS) stake by 2.2% in Q2 2026, selling an estimated $11.6K and leaving 5,571 shares worth $523K. The position accounts for 0.02% of the portfolio, ranked #348.

Cyndeo Wealth Partners first reported a position in FTCS in Q3 2024 and has held it in 8 quarters since. The position peaked at $571K in Q3 2025. 547 funds tracked by Wall St. Rank hold FTCS as of Q2 2026.

Cyndeo Wealth Partners held 5,571 shares of First Trust Capital Strength ETF worth $523K as of Q2 2026.
Cyndeo Wealth Partners sold 124 First Trust Capital Strength ETF shares in Q2 2026, an estimated $11.6K.
First Trust Capital Strength ETF made up 0.02% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #348 holding.
Cyndeo Wealth Partners first reported a position in First Trust Capital Strength ETF in Q3 2024 and has held it in 8 quarters since.
Cyndeo Wealth Partners's First Trust Capital Strength ETF position peaked at $571K in Q3 2025.
547 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.