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 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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return