EP Wealth Advisors’s First Trust Capital Strength ETF FTCS Stock Holding History

EP Wealth 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	$233K	Buy	2,481 +75	+3%	+$7.01K	﹤0.01%	1436
2026 Q1	$223K	Sell	2,406 -1,043	-30%	-$100K	﹤0.01%	1346
2025 Q4	$319K	Buy	+3,449	New	+$319K	﹤0.01%	1104
2025 Q2	$219K	Buy	2,406 +700	+41%	+$62.3K	﹤0.01%	1204
2025 Q1	$153K	Buy	+1,706	New	+$152K	﹤0.01%	1184
2024 Q4	–	Sell	-1,355	Closed	-$123K	–	1271
2024 Q3	$123K	Buy	+1,355	New	+$119K	﹤0.01%	1118

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

EP Wealth Advisors's FTCS Position: Q2 2026 in Review

EP Wealth Advisors increased its First Trust Capital Strength ETF (FTCS) stake by 3.1% in Q2 2026, buying an estimated $7.01K and bringing the position to 2,481 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #1436.

EP Wealth Advisors first reported a position in FTCS in Q3 2024 and has held it in 6 quarters since. The position peaked at $319K in Q4 2025. 547 funds tracked by Wall St. Rank hold FTCS as of Q2 2026.

EP Wealth Advisors held 2,481 shares of First Trust Capital Strength ETF worth $233K as of Q2 2026.
EP Wealth Advisors bought 75 First Trust Capital Strength ETF shares in Q2 2026, an estimated $7.01K.
First Trust Capital Strength ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1436 holding.
EP Wealth Advisors first reported a position in First Trust Capital Strength ETF in Q3 2024 and has held it in 6 quarters since.
EP Wealth Advisors's First Trust Capital Strength ETF position peaked at $319K in Q4 2025.
547 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.