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

HHM 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	$282	Buy	+3	New	+$280	﹤0.01%	868
2022 Q3	–	Sell	-155	Closed	-$11K	–	710
2022 Q2	$11K	Buy	+155	New	+$11.4K	﹤0.01%	514
2020 Q2	–	Sell	-292	Closed	-$15K	–	502
2020 Q1	$15K	Buy	+292	New	+$16.9K	0.01%	325

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

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

HHM Wealth Advisors opened a new position in First Trust Capital Strength ETF (FTCS) in Q2 2026: 3 shares worth $282. The stake represents ﹤0.01% of the portfolio and ranks #868 among its holdings. This is a return to the name: HHM Wealth Advisors previously reported a position in FTCS as recently as Q2 2022.

HHM Wealth Advisors first reported a position in FTCS in Q1 2020 and has held it in 3 quarters since. The position peaked at $15K in Q1 2020. 548 funds tracked by Wall St. Rank hold FTCS as of Q2 2026.

HHM Wealth Advisors held 3 shares of First Trust Capital Strength ETF worth $282 as of Q2 2026.
First Trust Capital Strength ETF was a new HHM Wealth Advisors position in Q2 2026.
First Trust Capital Strength ETF made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #868 holding.
HHM Wealth Advisors first reported a position in First Trust Capital Strength ETF in Q1 2020 and has held it in 3 quarters since.
HHM Wealth Advisors's First Trust Capital Strength ETF position peaked at $15K in Q1 2020.
548 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2026.

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