Independent Wealth Network’s First Trust Capital Strength ETF FTCS Stock Holding History

Independent Wealth Network’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	$1.28M	Buy	13,596 +189	+1%	+$17.7K	0.32%	80
2026 Q1	$1.24M	Buy	13,407 +6,052	+82%	+$581K	0.37%	71
2025 Q4	$680K	Buy	7,355 +259	+4%	+$23.9K	0.21%	115
2025 Q3	$664K	Buy	7,096 +201	+3%	+$18.5K	0.21%	116
2025 Q2	$627K	Buy	6,895 +89	+1%	+$7.92K	0.23%	111
2025 Q1	$610K	Sell	6,806 -119	-2%	-$10.6K	0.24%	106
2024 Q4	$608K	Buy	6,925 +7	+0.1%	+$637	0.25%	98
2024 Q3	$628K	Sell	6,918 -78	-1%	-$6.84K	0.28%	93
2024 Q2	$588K	Sell	6,996 -18	-0.3%	-$1.5K	0.27%	97
2024 Q1	$601K	Sell	7,014 -68	-1%	-$5.61K	0.28%	89
2023 Q4	$567K	Buy	7,082 +131	+2%	+$9.97K	0.3%	86
2023 Q3	$512K	Sell	6,951 -12,835	-65%	-$971K	0.31%	84
2023 Q2	$1.49M	Buy	19,786 +657	+3%	+$48.1K	0.89%	22
2023 Q1	$1.4M	Buy	19,129 +1,566	+9%	+$115K	0.89%	24
2022 Q4	$1.32M	Buy	17,563 +1,222	+7%	+$90.2K	0.9%	24
2022 Q3	$1.08M	Buy	16,341 +1,874	+13%	+$135K	0.85%	27
2022 Q2	$1.01M	Sell	14,467 -452	-3%	-$33.2K	0.73%	33
2022 Q1	$1.17M	Buy	14,919 +1,775	+14%	+$138K	0.74%	33
2021 Q4	$1.11M	Buy	13,144 +513	+4%	+$41.2K	0.68%	33
2021 Q3	$1.02M	Buy	+12,631	New	+$984K	0.67%	35

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

Independent Wealth Network's FTCS Position: Q2 2026 in Review

Independent Wealth Network increased its First Trust Capital Strength ETF (FTCS) stake by 1.4% in Q2 2026, buying an estimated $17.7K and bringing the position to 13,596 shares worth $1.28M. The position accounts for 0.32% of the portfolio, ranked #80.

Independent Wealth Network first reported a position in FTCS in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.49M in Q2 2023. 547 funds tracked by Wall St. Rank hold FTCS as of Q2 2026.

Independent Wealth Network held 13,596 shares of First Trust Capital Strength ETF worth $1.28M as of Q2 2026.
Independent Wealth Network bought 189 First Trust Capital Strength ETF shares in Q2 2026, an estimated $17.7K.
First Trust Capital Strength ETF made up 0.32% of Independent Wealth Network's portfolio in Q2 2026, its #80 holding.
Independent Wealth Network first reported a position in First Trust Capital Strength ETF in Q3 2021 and has held it in 20 quarters since.
Independent Wealth Network's First Trust Capital Strength ETF position peaked at $1.49M in Q2 2023.
547 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.