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 Q3	$282	Hold	3	–	–	﹤0.01%	943
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 $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

HHM Wealth Advisors's FTCS Position: Q3 2026 in Review

HHM Wealth Advisors held its First Trust Capital Strength ETF (FTCS) position steady in Q3 2026 at 3 shares worth $282. The position accounts for ﹤0.01% of the portfolio, ranked #943.

HHM Wealth Advisors first reported a position in FTCS in Q1 2020 and has held it in 4 quarters since. The position peaked at $15K in Q1 2020. 374 funds tracked by Wall St. Rank hold FTCS as of Q3 2026.

HHM Wealth Advisors held 3 shares of First Trust Capital Strength ETF worth $282 as of Q3 2026.
HHM Wealth Advisors left its First Trust Capital Strength ETF share count unchanged in Q3 2026.
First Trust Capital Strength ETF made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q3 2026, its #943 holding.
HHM Wealth Advisors first reported a position in First Trust Capital Strength ETF in Q1 2020 and has held it in 4 quarters since.
HHM Wealth Advisors's First Trust Capital Strength ETF position peaked at $15K in Q1 2020.
374 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q3 2026.

Based on HHM Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.