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

DHJJ Financial 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	$1.94M	Sell	20,681 -1,662	-7%	-$155K	0.56%	30
2026 Q1	$2.07M	Sell	22,343 -1,728	-7%	-$166K	0.69%	28
2025 Q4	$2.23M	Sell	24,071 -1,366	-5%	-$126K	0.74%	27
2025 Q3	$2.38M	Sell	25,437 -18,171	-42%	-$1.68M	0.81%	24
2025 Q2	$3.96M	Sell	43,608 -1,335	-3%	-$119K	1.43%	13
2025 Q1	$4.03M	Sell	44,943 -4,841	-10%	-$432K	1.62%	13
2024 Q4	$4.37M	Sell	49,784 -6,669	-12%	-$607K	1.7%	11
2024 Q3	$5.13M	Sell	56,453 -7,669	-12%	-$672K	2.03%	11
2024 Q2	$5.39M	Sell	64,122 -3,443	-5%	-$287K	2.28%	9
2024 Q1	$5.79M	Sell	67,565 -1,130	-2%	-$93.2K	2.56%	9
2023 Q4	$5.5M	Sell	68,695 -5,907	-8%	-$449K	2.57%	9
2023 Q3	$5.49M	Sell	74,602 -2,143	-3%	-$162K	2.79%	8
2023 Q2	$5.76M	Buy	76,745 +212	+0.3%	+$15.5K	3%	8
2023 Q1	$5.58M	Sell	76,533 -1,359	-2%	-$100K	3.03%	8
2022 Q4	$5.84M	Sell	77,892 -2,421	-3%	-$179K	3.35%	6
2022 Q3	$5.33M	Buy	80,313 +845	+1%	+$60.7K	3.11%	8
2022 Q2	$5.56M	Buy	79,468 +3,415	+4%	+$251K	3.11%	7
2022 Q1	$5.97M	Buy	76,053 +5,024	+7%	+$391K	2.87%	8
2021 Q4	$6.02M	Buy	71,029 +2,706	+4%	+$217K	2.82%	8
2021 Q3	$5.13M	Buy	68,323 +4,061	+6%	+$316K	2.65%	8
2021 Q2	$4.86M	Buy	64,262 +1,517	+2%	+$113K	2.56%	8
2021 Q1	$4.45M	Buy	62,745 +548	+0.9%	+$37.3K	2.58%	8
2020 Q4	$4.2M	Buy	+62,197	New	+$4.07M	2.64%	8

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

DHJJ Financial Advisors's FTCS Position: Q2 2026 in Review

DHJJ Financial Advisors reduced its First Trust Capital Strength ETF (FTCS) stake by 7.4% in Q2 2026, selling an estimated $155K and leaving 20,681 shares worth $1.94M. The position accounts for 0.56% of the portfolio, ranked #30.

DHJJ Financial Advisors first reported a position in FTCS in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.02M in Q4 2021. 547 funds tracked by Wall St. Rank hold FTCS as of Q2 2026.

DHJJ Financial Advisors held 20,681 shares of First Trust Capital Strength ETF worth $1.94M as of Q2 2026.
DHJJ Financial Advisors sold 1,662 First Trust Capital Strength ETF shares in Q2 2026, an estimated $155K.
First Trust Capital Strength ETF made up 0.56% of DHJJ Financial Advisors's portfolio in Q2 2026, its #30 holding.
DHJJ Financial Advisors first reported a position in First Trust Capital Strength ETF in Q4 2020 and has held it in 23 quarters since.
DHJJ Financial Advisors's First Trust Capital Strength ETF position peaked at $6.02M in Q4 2021.
547 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.