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 Q3	$509K	Sell	5,419 -152	-3%	-$14.9K	0.02%	359
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

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

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

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

tru Independence Portland, Oregon $234M AUM 14.15% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

BAWM

Bennett Associates Wealth Management Butler, Pennsylvania $165M AUM 14% 1-Year Est. Return

Cyndeo Wealth Partners's FTCS Position: Q3 2026 in Review

Cyndeo Wealth Partners reduced its First Trust Capital Strength ETF (FTCS) stake by 2.7% in Q3 2026, selling an estimated $14.9K and leaving 5,419 shares worth $509K. The position accounts for 0.02% of the portfolio, ranked #359.

Cyndeo Wealth Partners first reported a position in FTCS in Q3 2024 and has held it in 9 quarters since. The position peaked at $571K in Q3 2025. 225 funds tracked by Wall St. Rank hold FTCS as of Q3 2026.

Cyndeo Wealth Partners held 5,419 shares of First Trust Capital Strength ETF worth $509K as of Q3 2026.
Cyndeo Wealth Partners sold 152 First Trust Capital Strength ETF shares in Q3 2026, an estimated $14.9K.
First Trust Capital Strength ETF made up 0.02% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #359 holding.
Cyndeo Wealth Partners first reported a position in First Trust Capital Strength ETF in Q3 2024 and has held it in 9 quarters since.
Cyndeo Wealth Partners's First Trust Capital Strength ETF position peaked at $571K in Q3 2025.
225 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.