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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
Q3 		$1.33M Buy
14,136
+540
+4% +$53.1K 0.33% 85
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% +$10K 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

Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
Gratus Wealth Advisors
Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return
tru Independence
tru Independence Portland, Oregon $234M AUM 14.15% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Investors Research Corp
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
BAWM
Bennett Associates Wealth Management Butler, Pennsylvania $165M AUM 14% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Independent Wealth Network's FTCS Position: Q3 2026 in Review

Independent Wealth Network increased its First Trust Capital Strength ETF (FTCS) stake by 4% in Q3 2026, buying an estimated $53.1K and bringing the position to 14,136 shares worth $1.33M. The position accounts for 0.33% of the portfolio, ranked #85.

Independent Wealth Network first reported a position in FTCS in Q3 2021 and has held it in 21 quarters since. The position peaked at $1.49M in Q2 2023. 206 funds tracked by Wall St. Rank hold FTCS as of Q3 2026.

  • Independent Wealth Network held 14,136 shares of First Trust Capital Strength ETF worth $1.33M as of Q3 2026.
  • Independent Wealth Network bought 540 First Trust Capital Strength ETF shares in Q3 2026, an estimated $53.1K.
  • First Trust Capital Strength ETF made up 0.33% of Independent Wealth Network's portfolio in Q3 2026, its #85 holding.
  • Independent Wealth Network first reported a position in First Trust Capital Strength ETF in Q3 2021 and has held it in 21 quarters since.
  • Independent Wealth Network's First Trust Capital Strength ETF position peaked at $1.49M in Q2 2023.
  • 206 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.