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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
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
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

Hershey Financial Advisers's FTCS Position: Q1 2026 in Review

Hershey Financial Advisers opened a new position in First Trust Capital Strength ETF (FTCS) in Q1 2026: 12,505 shares worth $1.16M. The stake represents 1% of the portfolio and ranks #40 among its holdings. This is a return to the name: Hershey Financial Advisers previously reported a position in FTCS as recently as Q3 2025.

Hershey Financial Advisers first reported a position in FTCS in Q2 2024 and has held it in 3 quarters since. The position peaked at $1.22M in Q3 2025. 540 funds tracked by Wall St. Rank hold FTCS as of Q1 2026.

  • Hershey Financial Advisers held 12,505 shares of First Trust Capital Strength ETF worth $1.16M as of Q1 2026.
  • First Trust Capital Strength ETF was a new Hershey Financial Advisers position in Q1 2026.
  • First Trust Capital Strength ETF made up 1% of Hershey Financial Advisers's portfolio in Q1 2026, its #40 holding.
  • Hershey Financial Advisers first reported a position in First Trust Capital Strength ETF in Q2 2024 and has held it in 3 quarters since.
  • Hershey Financial Advisers's First Trust Capital Strength ETF position peaked at $1.22M in Q3 2025.
  • 540 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q1 2026.

Based on Hershey Financial Advisers's 13F filing for Q1 2026, filed 6 May 2026.