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Evelyn Partners Investment Management’s First Trust Capital Strength ETF FTCS Stock Holding History

Evelyn Partners Investment 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
Q1 		$21.3K Sell
230
-170
-43% -$16.3K ﹤0.01% 333
2025
Q4 		$37K Buy
+400
New +$37K ﹤0.01% 298
2025
Q3 		– Sell
-400
Closed -$36.4K – 414
2025
Q2 		$36.4K Hold
400
– – ﹤0.01% 301
2025
Q1 		$35.9K Hold
400
– – ﹤0.01% 301
2024
Q4 		$35.1K Buy
+400
New +$36.4K ﹤0.01% 296

Other funds holding FTCS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $530B 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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
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 $124B AUM 33.93% 1-Year Est. Return

Evelyn Partners Investment Management's FTCS Position: Q1 2026 in Review

Evelyn Partners Investment Management reduced its First Trust Capital Strength ETF (FTCS) stake by 43% in Q1 2026, selling an estimated $16.3K and leaving 230 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #333.

Evelyn Partners Investment Management first reported a position in FTCS in Q4 2024 and has held it in 5 quarters since. The position peaked at $37K in Q4 2025. 542 funds tracked by Wall St. Rank hold FTCS as of Q1 2026.

  • Evelyn Partners Investment Management held 230 shares of First Trust Capital Strength ETF worth $21.3K as of Q1 2026.
  • Evelyn Partners Investment Management sold 170 First Trust Capital Strength ETF shares in Q1 2026, an estimated $16.3K.
  • First Trust Capital Strength ETF made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #333 holding.
  • Evelyn Partners Investment Management first reported a position in First Trust Capital Strength ETF in Q4 2024 and has held it in 5 quarters since.
  • Evelyn Partners Investment Management's First Trust Capital Strength ETF position peaked at $37K in Q4 2025.
  • 542 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.