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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
2020
Q4 		– Sell
-21,455
Closed -$1.36M – 357
2020
Q3 		$1.36M Buy
+21,455
New +$1.34M 0.35% 60

Other funds holding FTCS

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 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. 219 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.
  • 219 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.