Diversify Wealth Management’s First Trust Capital Strength ETF FTCS Stock Holding History

Diversify Wealth Management’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	$919K	Sell	9,334 -120	-1%	-$11.2K	0.02%	660
2026 Q1	$880K	Buy	+9,454	New	+$907K	0.02%	636

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 22.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Diversify Wealth Management's FTCS Position: Q2 2026 in Review

Diversify Wealth Management reduced its First Trust Capital Strength ETF (FTCS) stake by 1.3% in Q2 2026, selling an estimated $11.2K and leaving 9,334 shares worth $919K. The position accounts for 0.02% of the portfolio, ranked #660.

Diversify Wealth Management first reported a position in FTCS in Q1 2026 and has held it in 2 quarters since. 550 funds tracked by Wall St. Rank hold FTCS as of Q2 2026.

Diversify Wealth Management held 9,334 shares of First Trust Capital Strength ETF worth $919K as of Q2 2026.
Diversify Wealth Management sold 120 First Trust Capital Strength ETF shares in Q2 2026, an estimated $11.2K.
First Trust Capital Strength ETF made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #660 holding.
Diversify Wealth Management first reported a position in First Trust Capital Strength ETF in Q1 2026 and has held it in 2 quarters since.
550 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.