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Harbor Asset Planning’s First Trust Capital Strength ETF FTCS Stock Holding History

Harbor Asset Planning’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 		$296K Buy
3,186
+1
+0% +$96 0.25% 79
2025
Q4 		$295K Hold
3,185
– – 0.25% 74
2025
Q3 		$298K Buy
3,185
+1
+0% +$92 0.27% 70
2025
Q2 		$289K Buy
+3,184
New +$284K 0.28% 71

Other funds holding FTCS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $530B 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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
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 $124B AUM 33.93% 1-Year Est. Return

Harbor Asset Planning's FTCS Position: Q1 2026 in Review

Harbor Asset Planning increased its First Trust Capital Strength ETF (FTCS) stake by 0.03% in Q1 2026, buying an estimated $96 and bringing the position to 3,186 shares worth $296K. The position accounts for 0.25% of the portfolio, ranked #79.

Harbor Asset Planning first reported a position in FTCS in Q2 2025 and has held it in 4 quarters since. The position peaked at $298K in Q3 2025. 540 funds tracked by Wall St. Rank hold FTCS as of Q1 2026.

  • Harbor Asset Planning held 3,186 shares of First Trust Capital Strength ETF worth $296K as of Q1 2026.
  • Harbor Asset Planning bought 1 First Trust Capital Strength ETF share in Q1 2026, an estimated $96.
  • First Trust Capital Strength ETF made up 0.25% of Harbor Asset Planning's portfolio in Q1 2026, its #79 holding.
  • Harbor Asset Planning first reported a position in First Trust Capital Strength ETF in Q2 2025 and has held it in 4 quarters since.
  • Harbor Asset Planning's First Trust Capital Strength ETF position peaked at $298K in Q3 2025.
  • 540 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q1 2026.

Based on Harbor Asset Planning's 13F filing for Q1 2026, filed 22 Apr 2026.