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

Investment Planning 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	$906K	Sell	9,647 -183	-2%	-$17.1K	0.21%	48
2026 Q1	$912K	Sell	9,830 -15	-0.2%	-$1.44K	0.25%	42
2025 Q4	$911K	Buy	9,845 +406	+4%	+$37.5K	0.27%	40
2025 Q3	$884K	Buy	9,439 +164	+2%	+$15.1K	0.28%	38
2025 Q2	$843K	Sell	9,275 -1,515	-14%	-$135K	0.3%	33
2025 Q1	$967K	Buy	10,790 +373	+4%	+$33.3K	0.39%	31
2024 Q4	$915K	Buy	10,417 +2,231	+27%	+$203K	0.4%	31
2024 Q3	$688K	Hold	8,186	–	–	0.35%	38
2024 Q2	$688K	Buy	+8,186	New	+$683K	0.35%	38

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 22.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Investment Planning Advisors's FTCS Position: Q2 2026 in Review

Investment Planning Advisors reduced its First Trust Capital Strength ETF (FTCS) stake by 1.9% in Q2 2026, selling an estimated $17.1K and leaving 9,647 shares worth $906K. The position accounts for 0.21% of the portfolio, ranked #48.

Investment Planning Advisors first reported a position in FTCS in Q2 2024 and has held it in 9 quarters since. The position peaked at $967K in Q1 2025. 550 funds tracked by Wall St. Rank hold FTCS as of Q2 2026.

Investment Planning Advisors held 9,647 shares of First Trust Capital Strength ETF worth $906K as of Q2 2026.
Investment Planning Advisors sold 183 First Trust Capital Strength ETF shares in Q2 2026, an estimated $17.1K.
First Trust Capital Strength ETF made up 0.21% of Investment Planning Advisors's portfolio in Q2 2026, its #48 holding.
Investment Planning Advisors first reported a position in First Trust Capital Strength ETF in Q2 2024 and has held it in 9 quarters since.
Investment Planning Advisors's First Trust Capital Strength ETF position peaked at $967K in Q1 2025.
550 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.