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

Financial Perspectives’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	$35.8K	Hold	381	–	–	0.01%	379
2026 Q1	$35.3K	Hold	381	–	–	0.01%	363
2025 Q4	$35.2K	Hold	381	–	–	0.01%	357
2025 Q3	$35.7K	Hold	381	–	–	0.01%	358
2025 Q2	$34.6K	Hold	381	–	–	0.01%	355
2025 Q1	$34.2K	Hold	381	–	–	0.01%	335
2024 Q4	$33.5K	Hold	381	–	–	0.01%	342
2024 Q3	$34.6K	Hold	381	–	–	0.01%	317
2024 Q2	$32K	Hold	381	–	–	0.01%	321
2024 Q1	$32.6K	Hold	381	–	–	0.01%	319
2023 Q4	$30.5K	Hold	381	–	–	0.01%	323
2023 Q3	$28.1K	Hold	381	–	–	0.01%	319
2023 Q2	$28.6K	Hold	381	–	–	0.01%	325
2023 Q1	$27.8K	Hold	381	–	–	0.01%	318
2022 Q4	$28.6K	Sell	381 -134	-26%	-$9.89K	0.01%	319
2022 Q3	$34.2K	Hold	515	–	–	0.02%	278
2022 Q2	$36K	Hold	515	–	–	0.02%	271
2022 Q1	$40.3K	Hold	515	–	–	0.02%	277
2021 Q4	$43.5K	Hold	515	–	–	0.02%	259
2021 Q3	$38.5K	Hold	515	–	–	0.02%	268
2021 Q2	$38.9K	Buy	+515	New	+$38.3K	0.02%	284

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

Financial Perspectives's FTCS Position: Q2 2026 in Review

Financial Perspectives held its First Trust Capital Strength ETF (FTCS) position steady in Q2 2026 at 381 shares worth $35.8K. The position accounts for 0.01% of the portfolio, ranked #379.

Financial Perspectives first reported a position in FTCS in Q2 2021 and has held it in 21 quarters since. The position peaked at $43.5K in Q4 2021. 547 funds tracked by Wall St. Rank hold FTCS as of Q2 2026.

Financial Perspectives held 381 shares of First Trust Capital Strength ETF worth $35.8K as of Q2 2026.
Financial Perspectives left its First Trust Capital Strength ETF share count unchanged in Q2 2026.
First Trust Capital Strength ETF made up 0.01% of Financial Perspectives's portfolio in Q2 2026, its #379 holding.
Financial Perspectives first reported a position in First Trust Capital Strength ETF in Q2 2021 and has held it in 21 quarters since.
Financial Perspectives's First Trust Capital Strength ETF position peaked at $43.5K in Q4 2021.
547 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.