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Investment Partners Asset Management’s First Trust Capital Strength ETF FTCS Stock Holding History

Investment Partners Asset 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
Q3 		$292K Hold
3,113
– – 0.16% 139
2026
Q2 		$292K Hold
3,113
– – 0.16% 139
2026
Q1 		$289K Sell
3,113
-106
-3% -$10.2K 0.18% 133
2025
Q4 		$298K Sell
3,219
-2,932
-48% -$271K 0.19% 132
2025
Q3 		$576K Sell
6,151
-859
-12% -$79.2K 0.38% 76
2025
Q2 		$637K Hold
7,010
– – 0.44% 64
2025
Q1 		$628K Hold
7,010
– – 0.49% 63
2024
Q4 		$616K Sell
7,010
-807
-10% -$73.4K 0.48% 58
2024
Q3 		$710K Hold
7,817
– – 0.58% 49
2024
Q2 		$657K Hold
7,817
– – 0.59% 51
2024
Q1 		$670K Hold
7,817
– – 0.6% 48
2023
Q4 		$626K Buy
+7,817
New +$595K 0.62% 47

Other funds holding FTCS

PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
WWA
Wisconsin Wealth Advisors Sun Prairie, Wisconsin $119M AUM 24.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Investment Partners Asset Management's FTCS Position: Q3 2026 in Review

Investment Partners Asset Management held its First Trust Capital Strength ETF (FTCS) position steady in Q3 2026 at 3,113 shares worth $292K. The position accounts for 0.16% of the portfolio, ranked #139.

Investment Partners Asset Management first reported a position in FTCS in Q4 2023 and has held it in 12 quarters since. The position peaked at $710K in Q3 2024. 25 funds tracked by Wall St. Rank hold FTCS as of Q3 2026.

  • Investment Partners Asset Management held 3,113 shares of First Trust Capital Strength ETF worth $292K as of Q3 2026.
  • Investment Partners Asset Management left its First Trust Capital Strength ETF share count unchanged in Q3 2026.
  • First Trust Capital Strength ETF made up 0.16% of Investment Partners Asset Management's portfolio in Q3 2026, its #139 holding.
  • Investment Partners Asset Management first reported a position in First Trust Capital Strength ETF in Q4 2023 and has held it in 12 quarters since.
  • Investment Partners Asset Management's First Trust Capital Strength ETF position peaked at $710K in Q3 2024.
  • 25 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q3 2026.

Based on Investment Partners Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.