Hershey Financial Advisers’s First Trust Capital Strength ETF FTCS Stock Holding History

Hershey Financial Advisers’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	$1.36M	Buy	14,497 +1,992	+16%	+$186K	0.98%	41
2026 Q1	$1.16M	Buy	+12,505	New	+$1.2M	1%	40
2025 Q4	–	Sell	-13,064	Closed	-$1.22M	–	87
2025 Q3	$1.22M	Buy	+13,064	New	+$1.2M	1.05%	42
2024 Q2	$4.03K	Buy	+48	New	+$4.01K	﹤0.01%	117

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

Hershey Financial Advisers's FTCS Position: Q2 2026 in Review

Hershey Financial Advisers increased its First Trust Capital Strength ETF (FTCS) stake by 16% in Q2 2026, buying an estimated $186K and bringing the position to 14,497 shares worth $1.36M. The position accounts for 0.98% of the portfolio, ranked #41.

Hershey Financial Advisers first reported a position in FTCS in Q2 2024 and has held it in 4 quarters since. 547 funds tracked by Wall St. Rank hold FTCS as of Q2 2026.

Hershey Financial Advisers held 14,497 shares of First Trust Capital Strength ETF worth $1.36M as of Q2 2026.
Hershey Financial Advisers bought 1,992 First Trust Capital Strength ETF shares in Q2 2026, an estimated $186K.
First Trust Capital Strength ETF made up 0.98% of Hershey Financial Advisers's portfolio in Q2 2026, its #41 holding.
Hershey Financial Advisers first reported a position in First Trust Capital Strength ETF in Q2 2024 and has held it in 4 quarters since.
547 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2026.

Based on Hershey Financial Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.