Intellus Advisors’s First Trust Capital Strength ETF FTCS Stock Holding History

Intellus 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 Q2	$6.18M	Buy	65,765 +4,447	+7%	+$415K	0.75%	26
2026 Q1	$5.69M	Buy	61,318 +1,827	+3%	+$175K	0.78%	26
2025 Q4	$5.5M	Buy	59,491 +3,165	+6%	+$293K	0.73%	26
2025 Q3	$5.27M	Sell	56,326 -1,041	-2%	-$96K	0.72%	25
2025 Q2	$5.21M	Buy	57,367 +798	+1%	+$71.1K	0.78%	25
2025 Q1	$5.07M	Buy	56,569 +1,398	+3%	+$125K	0.89%	27
2024 Q4	$4.85M	Buy	+55,171	New	+$5.02M	0.84%	28

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

Intellus Advisors's FTCS Position: Q2 2026 in Review

Intellus Advisors increased its First Trust Capital Strength ETF (FTCS) stake by 7.3% in Q2 2026, buying an estimated $415K and bringing the position to 65,765 shares worth $6.18M. The position accounts for 0.75% of the portfolio, ranked #26.

Intellus Advisors first reported a position in FTCS in Q4 2024 and has held it in 7 quarters since. 547 funds tracked by Wall St. Rank hold FTCS as of Q2 2026.

Intellus Advisors held 65,765 shares of First Trust Capital Strength ETF worth $6.18M as of Q2 2026.
Intellus Advisors bought 4,447 First Trust Capital Strength ETF shares in Q2 2026, an estimated $415K.
First Trust Capital Strength ETF made up 0.75% of Intellus Advisors's portfolio in Q2 2026, its #26 holding.
Intellus Advisors first reported a position in First Trust Capital Strength ETF in Q4 2024 and has held it in 7 quarters since.
547 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2026.

Based on Intellus Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.