Cypress Wealth Services’s First Trust Capital Strength ETF FTCS Stock Holding History

Cypress Wealth Services’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	$224K	Buy	2,389 +6	+0.3%	+$561	0.03%	393
2026 Q1	$221K	Buy	2,383 +6	+0.3%	+$576	0.03%	362
2025 Q4	$220K	Buy	2,377 +6	+0.3%	+$555	0.03%	359
2025 Q3	$222K	Buy	2,371 +5	+0.2%	+$461	0.04%	308
2025 Q2	$215K	Hold	2,366	–	–	0.04%	294
2025 Q1	$212K	Hold	2,366	–	–	0.04%	267
2024 Q4	$208K	Hold	2,366	–	–	0.04%	265
2024 Q3	$215K	Sell	2,366 -391	-14%	-$34.3K	0.04%	254
2024 Q2	$232K	Hold	2,757	–	–	0.05%	227
2024 Q1	$236K	Hold	2,757	–	–	0.06%	229
2023 Q4	$221K	Hold	2,757	–	–	0.06%	223
2023 Q3	$203K	Hold	2,757	–	–	0.06%	226
2023 Q2	$208K	Hold	2,757	–	–	0.05%	230
2023 Q1	$201K	Hold	2,757	–	–	0.06%	234
2022 Q4	$207K	Buy	+2,757	New	+$203K	0.07%	219
2021 Q3	–	Sell	-3,331	Closed	-$252K	–	241
2021 Q2	$252K	Sell	3,331 -16,207	-83%	-$1.21M	0.07%	217
2021 Q1	$1.38M	Sell	19,538 -485	-2%	-$33K	0.29%	76
2020 Q4	$1.35M	Buy	+20,023	New	+$1.31M	0.3%	66
2020 Q3	–	Sell	-21,455	Closed	-$1.34M	–	336
2020 Q2	$1.25M	Buy	21,455 +11,553	+117%	+$646K	0.3%	78
2020 Q1	$492K	Buy	+9,902	New	+$571K	0.14%	125

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

Cypress Wealth Services's FTCS Position: Q2 2026 in Review

Cypress Wealth Services increased its First Trust Capital Strength ETF (FTCS) stake by 0.25% in Q2 2026, buying an estimated $561 and bringing the position to 2,389 shares worth $224K. The position accounts for 0.03% of the portfolio, ranked #393.

Cypress Wealth Services first reported a position in FTCS in Q1 2020 and has held it in 20 quarters since. The position peaked at $1.38M in Q1 2021. 546 funds tracked by Wall St. Rank hold FTCS as of Q2 2026.

Cypress Wealth Services held 2,389 shares of First Trust Capital Strength ETF worth $224K as of Q2 2026.
Cypress Wealth Services bought 6 First Trust Capital Strength ETF shares in Q2 2026, an estimated $561.
First Trust Capital Strength ETF made up 0.03% of Cypress Wealth Services's portfolio in Q2 2026, its #393 holding.
Cypress Wealth Services first reported a position in First Trust Capital Strength ETF in Q1 2020 and has held it in 20 quarters since.
Cypress Wealth Services's First Trust Capital Strength ETF position peaked at $1.38M in Q1 2021.
546 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.