Gilliland Jeter Wealth Management’s First Trust Capital Strength ETF FTCS Stock Holding History

Gilliland Jeter Wealth Management’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	$785K	Sell	8,358 -1	-0%	-$93	0.21%	90
2026 Q1	$775K	Sell	8,359 -30	-0.4%	-$2.88K	0.23%	83
2025 Q4	$776K	Sell	8,389 -69	-0.8%	-$6.38K	0.23%	83
2025 Q3	$792K	Sell	8,458 -9	-0.1%	-$830	0.24%	85
2025 Q2	$770K	Sell	8,467 -46	-0.5%	-$4.1K	0.25%	88
2025 Q1	$763K	Sell	8,513 -1,468	-15%	-$131K	0.27%	84
2024 Q4	$876K	Buy	9,981 +3	+0%	+$273	0.3%	72
2024 Q3	$906K	Sell	9,978 -12	-0.1%	-$1.05K	0.29%	74
2024 Q2	$840K	Buy	9,990 +2	+0%	+$167	0.28%	76
2024 Q1	$855K	Sell	9,988 -312	-3%	-$25.7K	0.3%	74
2023 Q4	$824K	Buy	+10,300	New	+$784K	0.34%	77

Other funds holding FTCS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Gilliland Jeter Wealth Management's FTCS Position: Q2 2026 in Review

Gilliland Jeter Wealth Management reduced its First Trust Capital Strength ETF (FTCS) stake by 0.01% in Q2 2026, selling an estimated $93 and leaving 8,358 shares worth $785K. The position accounts for 0.21% of the portfolio, ranked #90.

Gilliland Jeter Wealth Management first reported a position in FTCS in Q4 2023 and has held it in 11 quarters since. The position peaked at $906K in Q3 2024. 356 funds tracked by Wall St. Rank hold FTCS as of Q2 2026.

Gilliland Jeter Wealth Management held 8,358 shares of First Trust Capital Strength ETF worth $785K as of Q2 2026.
Gilliland Jeter Wealth Management sold 1 First Trust Capital Strength ETF share in Q2 2026, an estimated $93.
First Trust Capital Strength ETF made up 0.21% of Gilliland Jeter Wealth Management's portfolio in Q2 2026, its #90 holding.
Gilliland Jeter Wealth Management first reported a position in First Trust Capital Strength ETF in Q4 2023 and has held it in 11 quarters since.
Gilliland Jeter Wealth Management's First Trust Capital Strength ETF position peaked at $906K in Q3 2024.
356 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.