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

Elevation Capital Advisory’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 		– Sell
-14,413
Closed -$1.34M – 69
2026
Q1 		$1.34M Buy
+14,413
New +$1.38M 0.57% 38
2024
Q4 		– Sell
-71,929
Closed -$6.53M – 62
2024
Q3 		$6.53M Buy
+71,929
New +$6.3M 2.88% 13

Other funds holding FTCS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Elevation Capital Advisory's FTCS Position: Q2 2026 in Review

Elevation Capital Advisory sold out of First Trust Capital Strength ETF (FTCS) in Q2 2026, closing a stake of 14,413 shares — an estimated $1.34M sold.

Elevation Capital Advisory first reported a position in FTCS in Q3 2024 and held it in 2 quarters. The position peaked at $6.53M in Q3 2024. 546 funds tracked by Wall St. Rank hold FTCS as of Q2 2026.

  • Elevation Capital Advisory reported no remaining First Trust Capital Strength ETF position as of Q2 2026 after selling out during the quarter.
  • Elevation Capital Advisory sold 14,413 First Trust Capital Strength ETF shares in Q2 2026, an estimated $1.34M.
  • Elevation Capital Advisory first reported a position in First Trust Capital Strength ETF in Q3 2024 and held it in 2 quarters.
  • Elevation Capital Advisory's First Trust Capital Strength ETF position peaked at $6.53M in Q3 2024.
  • 546 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2026.

Based on Elevation Capital Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.