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 Q2	$299K	Buy	3,187 +1	+0%	+$93	0.22%	82
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 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

Harbor Asset Planning's FTCS Position: Q2 2026 in Review

Harbor Asset Planning increased its First Trust Capital Strength ETF (FTCS) stake by 0.03% in Q2 2026, buying an estimated $93 and bringing the position to 3,187 shares worth $299K. The position accounts for 0.22% of the portfolio, ranked #82.

Harbor Asset Planning first reported a position in FTCS in Q2 2025 and has held it in 5 quarters since. 550 funds tracked by Wall St. Rank hold FTCS as of Q2 2026.

Harbor Asset Planning held 3,187 shares of First Trust Capital Strength ETF worth $299K as of Q2 2026.
Harbor Asset Planning bought 1 First Trust Capital Strength ETF share in Q2 2026, an estimated $93.
First Trust Capital Strength ETF made up 0.22% of Harbor Asset Planning's portfolio in Q2 2026, its #82 holding.
Harbor Asset Planning first reported a position in First Trust Capital Strength ETF in Q2 2025 and has held it in 5 quarters since.
550 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.