IFG
FTCS icon

Independent Financial Group’s First Trust Capital Strength ETF FTCS Stock Holding History

Independent Financial Group’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 		$4.86M Buy
51,750
+1,070
+2% +$100K 0.09% 214
2026
Q1 		$4.7M Buy
50,680
+103
+0.2% +$9.88K 0.11% 188
2025
Q4 		$4.68M Buy
50,577
+1,357
+3% +$125K 0.1% 182
2025
Q3 		$4.61M Sell
49,220
-162
-0.3% -$14.9K 0.11% 169
2025
Q2 		$4.49M Sell
49,382
-1,445
-3% -$129K 0.12% 160
2025
Q1 		$4.56M Sell
50,827
-197
-0.4% -$17.6K 0.16% 130
2024
Q4 		$4.48M Sell
51,024
-2,133
-4% -$194K 0.15% 127
2024
Q3 		$4.83M Buy
53,157
+1,346
+3% +$118K 0.18% 108
2024
Q2 		$4.35M Buy
51,811
+2,759
+6% +$230K 0.17% 115
2024
Q1 		$4.2M Buy
49,052
+287
+0.6% +$23.7K 0.19% 110
2023
Q4 		$3.9M Buy
48,765
+7,765
+19% +$591K 0.21% 106
2023
Q3 		$3.02M Buy
41,000
+8,667
+27% +$656K 0.2% 109
2023
Q2 		$2.43M Sell
32,333
-2,135
-6% -$156K 0.17% 135
2023
Q1 		$2.51M Sell
34,468
-5,247
-13% -$387K 0.2% 115
2022
Q4 		$2.98M Buy
39,715
+2,419
+6% +$178K 0.26% 77
2022
Q3 		$2.48M Buy
37,296
+2,327
+7% +$167K 0.22% 85
2022
Q2 		$2.45M Sell
34,969
-5,526
-14% -$406K 0.26% 83
2022
Q1 		$3.17M Buy
40,495
+804
+2% +$62.5K 0.26% 78
2021
Q4 		$3.36M Sell
39,691
-7,702
-16% -$618K 0.28% 69
2021
Q3 		$3.55M Buy
47,393
+7,049
+17% +$549K 0.36% 52
2021
Q2 		$3.05M Buy
40,344
+3,780
+10% +$281K 0.32% 69
2021
Q1 		$2.59M Buy
36,564
+4,576
+14% +$311K 0.33% 67
2020
Q4 		$2.16M Buy
31,988
+17,043
+114% +$1.11M 0.32% 73
2020
Q3 		$946K Buy
14,945
+9,404
+170% +$588K 0.18% 136
2020
Q2 		$324K Buy
+5,541
New +$310K 0.07% 300

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

Independent Financial Group's FTCS Position: Q2 2026 in Review

Independent Financial Group increased its First Trust Capital Strength ETF (FTCS) stake by 2.1% in Q2 2026, buying an estimated $100K and bringing the position to 51,750 shares worth $4.86M. The position accounts for 0.09% of the portfolio, ranked #214.

Independent Financial Group first reported a position in FTCS in Q2 2020 and has held it in 25 quarters since. 544 funds tracked by Wall St. Rank hold FTCS as of Q2 2026.

  • Independent Financial Group held 51,750 shares of First Trust Capital Strength ETF worth $4.86M as of Q2 2026.
  • Independent Financial Group bought 1,070 First Trust Capital Strength ETF shares in Q2 2026, an estimated $100K.
  • First Trust Capital Strength ETF made up 0.09% of Independent Financial Group's portfolio in Q2 2026, its #214 holding.
  • Independent Financial Group first reported a position in First Trust Capital Strength ETF in Q2 2020 and has held it in 25 quarters since.
  • 544 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.