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

EverSource 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	$4.6K	Sell	49 -1	-2%	-$93	﹤0.01%	3327
2026 Q1	$4.64K	Hold	50	–	–	﹤0.01%	3302
2025 Q4	$4.63K	Hold	50	–	–	﹤0.01%	3156
2025 Q3	$4.68K	Sell	50 -246	-83%	-$22.7K	﹤0.01%	3187
2025 Q2	$26.9K	Buy	296 +246	+492%	+$21.9K	﹤0.01%	2061
2025 Q1	$4.48K	Sell	50 -1	-2%	-$89	﹤0.01%	2552
2024 Q4	$4.48K	Buy	+51	New	+$4.64K	﹤0.01%	2399
2024 Q3	–	Sell	-365	Closed	-$31.8K	–	3069
2024 Q2	$31.8K	Buy	+365	New	+$30.5K	﹤0.01%	1299
2022 Q1	–	Sell	-23	Closed	-$2K	–	1759
2021 Q4	$2K	Buy	+23	New	+$1.85K	﹤0.01%	1541

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

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

EverSource Wealth Advisors reduced its First Trust Capital Strength ETF (FTCS) stake by 2% in Q2 2026, selling an estimated $93 and leaving 49 shares worth $4.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3327.

EverSource Wealth Advisors first reported a position in FTCS in Q4 2021 and has held it in 9 quarters since. The position peaked at $31.8K in Q2 2024. 550 funds tracked by Wall St. Rank hold FTCS as of Q2 2026.

EverSource Wealth Advisors held 49 shares of First Trust Capital Strength ETF worth $4.6K as of Q2 2026.
EverSource Wealth Advisors sold 1 First Trust Capital Strength ETF share in Q2 2026, an estimated $93.
First Trust Capital Strength ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3327 holding.
EverSource Wealth Advisors first reported a position in First Trust Capital Strength ETF in Q4 2021 and has held it in 9 quarters since.
EverSource Wealth Advisors's First Trust Capital Strength ETF position peaked at $31.8K in Q2 2024.
550 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.