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Everest Financial Group’s First Trust Capital Strength ETF FTCS Stock Holding History

Everest Financial Group’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
-6,866
Closed -$637K – 213
2026
Q1 		$637K Buy
+6,866
New +$659K 0.1% 113

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Raymond James Financial
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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

Everest Financial Group's FTCS Position: Q2 2026 in Review

Everest Financial Group sold out of First Trust Capital Strength ETF (FTCS) in Q2 2026, closing a stake of 6,866 shares — an estimated $637K sold.

Everest Financial Group first reported a position in FTCS in Q1 2026 and held it in 1 quarter. The position peaked at $637K in Q1 2026. 540 funds tracked by Wall St. Rank hold FTCS as of Q2 2026.

  • Everest Financial Group reported no remaining First Trust Capital Strength ETF position as of Q2 2026 after selling out during the quarter.
  • Everest Financial Group sold 6,866 First Trust Capital Strength ETF shares in Q2 2026, an estimated $637K.
  • Everest Financial Group first reported a position in First Trust Capital Strength ETF in Q1 2026 and held it in 1 quarter.
  • Everest Financial Group's First Trust Capital Strength ETF position peaked at $637K in Q1 2026.
  • 540 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2026.

Based on Everest Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.