BFC Planning, Inc.’s First Trust Capital Strength ETF FTCS Stock Holding History

BFC Planning, Inc.’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	$473K	Sell	5,040 -17,000	-77%	-$1.59M	0.02%	622
2026 Q1	$2.04M	Sell	22,040 -2,338	-10%	-$224K	0.09%	226
2025 Q4	$2.26M	Buy	24,378 +18,027	+284%	+$1.67M	0.1%	194
2025 Q3	$595K	Sell	6,351 -59	-0.9%	-$5.44K	0.04%	342
2025 Q2	$583K	Sell	6,410 -1,107	-15%	-$98.6K	0.05%	322
2025 Q1	$674K	Buy	7,517 +33	+0.4%	+$2.95K	0.06%	271
2024 Q4	$657K	Buy	+7,484	New	+$681K	0.05%	279

Other funds holding FTCS

LPL Financial San Diego, California $468B AUM 17.69% 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 22.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BFC Planning, Inc.'s FTCS Position: Q2 2026 in Review

BFC Planning, Inc. reduced its First Trust Capital Strength ETF (FTCS) stake by 77% in Q2 2026, selling an estimated $1.59M and leaving 5,040 shares worth $473K. The position accounts for 0.02% of the portfolio, ranked #622.

BFC Planning, Inc. first reported a position in FTCS in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.26M in Q4 2025. 553 funds tracked by Wall St. Rank hold FTCS as of Q2 2026.

BFC Planning, Inc. held 5,040 shares of First Trust Capital Strength ETF worth $473K as of Q2 2026.
BFC Planning, Inc. sold 17,000 First Trust Capital Strength ETF shares in Q2 2026, an estimated $1.59M.
First Trust Capital Strength ETF made up 0.02% of BFC Planning, Inc.'s portfolio in Q2 2026, its #622 holding.
BFC Planning, Inc. first reported a position in First Trust Capital Strength ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s First Trust Capital Strength ETF position peaked at $2.26M in Q4 2025.
553 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.