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J. M. Brown & Associates’s First Trust Capital Strength ETF FTCS Stock Holding History

J. M. Brown & Associates’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 		$523K Sell
5,569
-64
-1% -$6.29K 0.3% 89
2026
Q2 		$529K Buy
+5,633
New +$526K 0.3% 104

Other funds holding FTCS

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

J. M. Brown & Associates's FTCS Position: Q3 2026 in Review

J. M. Brown & Associates reduced its First Trust Capital Strength ETF (FTCS) stake by 1.1% in Q3 2026, selling an estimated $6.29K and leaving 5,569 shares worth $523K. The position accounts for 0.3% of the portfolio, ranked #89.

J. M. Brown & Associates first reported a position in FTCS in Q2 2026 and has held it in 2 quarters since. The position peaked at $529K in Q2 2026. 491 funds tracked by Wall St. Rank hold FTCS as of Q3 2026.

  • J. M. Brown & Associates held 5,569 shares of First Trust Capital Strength ETF worth $523K as of Q3 2026.
  • J. M. Brown & Associates sold 64 First Trust Capital Strength ETF shares in Q3 2026, an estimated $6.29K.
  • First Trust Capital Strength ETF made up 0.3% of J. M. Brown & Associates's portfolio in Q3 2026, its #89 holding.
  • J. M. Brown & Associates first reported a position in First Trust Capital Strength ETF in Q2 2026 and has held it in 2 quarters since.
  • J. M. Brown & Associates's First Trust Capital Strength ETF position peaked at $529K in Q2 2026.
  • 491 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q3 2026.

Based on J. M. Brown & Associates's 13F filing for Q3 2026, filed 12 Nov 2026.