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 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	–	1760
2021 Q4	$2K	Buy	+23	New	+$1.85K	﹤0.01%	1541

Other funds holding FTCS

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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 San Francisco, California $501B 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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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 $121B AUM 33.93% 1-Year Est. Return