HWA
FTCS icon

Heartwood Wealth Advisors’s First Trust Capital Strength ETF FTCS Stock Holding History

Heartwood Wealth Advisors’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 		$485K Hold
5,160
– – 0.04% 142
2026
Q1 		$479K Buy
+5,160
New +$495K 0.04% 136
2025
Q4 		– Sell
-34
Closed -$3.18K – 360
2025
Q3 		$3.18K Buy
+34
New +$3.13K ﹤0.01% 458

Other funds holding FTCS

AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Heartwood Wealth Advisors's FTCS Position: Q2 2026 in Review

Heartwood Wealth Advisors held its First Trust Capital Strength ETF (FTCS) position steady in Q2 2026 at 5,160 shares worth $485K. The position accounts for 0.04% of the portfolio, ranked #142.

Heartwood Wealth Advisors first reported a position in FTCS in Q3 2025 and has held it in 3 quarters since. 115 funds tracked by Wall St. Rank hold FTCS as of Q2 2026.

  • Heartwood Wealth Advisors held 5,160 shares of First Trust Capital Strength ETF worth $485K as of Q2 2026.
  • Heartwood Wealth Advisors left its First Trust Capital Strength ETF share count unchanged in Q2 2026.
  • First Trust Capital Strength ETF made up 0.04% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #142 holding.
  • Heartwood Wealth Advisors first reported a position in First Trust Capital Strength ETF in Q3 2025 and has held it in 3 quarters since.
  • 115 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.