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Iams Wealth Management’s First Trust Capital Strength ETF FTCS Stock Holding History

Iams Wealth Management’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
14,501
+534
+4% +$49.9K 0.41% 70
2026
Q1 		$1.3M Sell
13,967
-1,502
-10% -$144K 0.45% 66
2025
Q4 		$1.43M Sell
15,469
-753
-5% -$69.6K 0.52% 62
2025
Q3 		$1.52M Sell
16,222
-412
-2% -$38K 0.61% 53
2025
Q2 		$1.51M Sell
16,634
-1,761
-10% -$157K 0.69% 48
2025
Q1 		$1.65M Sell
18,395
-20,115
-52% -$1.8M 0.76% 49
2024
Q4 		$3.38M Buy
38,510
+1,636
+4% +$149K 1.55% 11
2024
Q3 		$3.35M Buy
36,874
+3,152
+9% +$276K 1.64% 11
2024
Q2 		$2.83M Sell
33,722
-6,909
-17% -$577K 1.55% 10
2024
Q1 		$3.41M Buy
40,631
+454
+1% +$37.5K 2.08% 9
2023
Q4 		$3.22M Sell
40,177
-2,134
-5% -$162K 2.08% 10
2023
Q3 		$3.12M Buy
+42,311
New +$3.2M 2.16% 10
2023
Q2 		– Sell
-31,923
Closed -$2.34M – 167
2023
Q1 		$2.31M Buy
31,923
+4,099
+15% +$302K 1.92% 8
2022
Q4 		$2.09M Buy
+27,824
New +$2.05M 2.12% 9

Other funds holding FTCS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Iams Wealth Management's FTCS Position: Q2 2026 in Review

Iams Wealth Management increased its First Trust Capital Strength ETF (FTCS) stake by 3.8% in Q2 2026, buying an estimated $49.9K and bringing the position to 14,501 shares worth $1.36M. The position accounts for 0.41% of the portfolio, ranked #70.

Iams Wealth Management first reported a position in FTCS in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.41M in Q1 2024. 546 funds tracked by Wall St. Rank hold FTCS as of Q2 2026.

  • Iams Wealth Management held 14,501 shares of First Trust Capital Strength ETF worth $1.36M as of Q2 2026.
  • Iams Wealth Management bought 534 First Trust Capital Strength ETF shares in Q2 2026, an estimated $49.9K.
  • First Trust Capital Strength ETF made up 0.41% of Iams Wealth Management's portfolio in Q2 2026, its #70 holding.
  • Iams Wealth Management first reported a position in First Trust Capital Strength ETF in Q4 2022 and has held it in 14 quarters since.
  • Iams Wealth Management's First Trust Capital Strength ETF position peaked at $3.41M in Q1 2024.
  • 546 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.