Diversify Advisory Services’s First Trust Capital Strength ETF FTCS Stock Holding History

Diversify Advisory 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 Q3	$923K	Buy	9,340 +6	+0.1%	+$590	0.01%	681
2026 Q2	$919K	Buy	+9,334	New	+$872K	0.02%	660
2026 Q1	–	Sell	-3,058	Closed	-$294K	–	454
2025 Q4	$294K	Sell	3,058 -1,744	-36%	-$161K	0.01%	764
2025 Q3	$436K	Sell	4,802 -742	-13%	-$68.4K	0.01%	611
2025 Q2	$511K	Buy	+5,544	New	+$494K	0.02%	529
2025 Q1	–	Sell	-9,086	Closed	-$785K	–	651
2024 Q4	$785K	Sell	9,086 -315	-3%	-$28.7K	0.04%	268
2024 Q3	$861K	Buy	9,401 +997	+12%	+$87.4K	0.05%	280
2024 Q2	$704K	Sell	8,404 -642	-7%	-$53.6K	0.04%	310
2024 Q1	$769K	Buy	+9,046	New	+$746K	0.05%	306

Other funds holding FTCS

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

Park National Corp Newark, Ohio $3.69B AUM 18.32% 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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return

Diversify Advisory Services's FTCS Position: Q3 2026 in Review

Diversify Advisory Services increased its First Trust Capital Strength ETF (FTCS) stake by 0.06% in Q3 2026, buying an estimated $590 and bringing the position to 9,340 shares worth $923K. The position accounts for 0.01% of the portfolio, ranked #681.

Diversify Advisory Services first reported a position in FTCS in Q1 2024 and has held it in 9 quarters since. 136 funds tracked by Wall St. Rank hold FTCS as of Q3 2026.

Diversify Advisory Services held 9,340 shares of First Trust Capital Strength ETF worth $923K as of Q3 2026.
Diversify Advisory Services bought 6 First Trust Capital Strength ETF shares in Q3 2026, an estimated $590.
First Trust Capital Strength ETF made up 0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #681 holding.
Diversify Advisory Services first reported a position in First Trust Capital Strength ETF in Q1 2024 and has held it in 9 quarters since.
136 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.