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Kesler Norman & Wride’s First Trust Capital Strength ETF FTCS Stock Holding History

Kesler Norman & Wride’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
Q1 		$224K Buy
2,412
+208
+9% +$20K 0.04% 239
2025
Q4 		$204K Buy
+2,204
New +$204K 0.04% 231
2021
Q3 		– Sell
-5,182
Closed -$1.25M – 150
2021
Q2 		$1.25M Sell
5,182
-150
-3% -$11.2K 0.29% 87
2021
Q1 		$1.16M Buy
+5,332
New +$363K 0.29% 85

Other funds holding FTCS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Kesler Norman & Wride's FTCS Position: Q1 2026 in Review

Kesler Norman & Wride increased its First Trust Capital Strength ETF (FTCS) stake by 9.4% in Q1 2026, buying an estimated $20K and bringing the position to 2,412 shares worth $224K. The position accounts for 0.04% of the portfolio, ranked #239.

Kesler Norman & Wride first reported a position in FTCS in Q1 2021 and has held it in 4 quarters since. The position peaked at $1.25M in Q2 2021. 540 funds tracked by Wall St. Rank hold FTCS as of Q1 2026.

  • Kesler Norman & Wride held 2,412 shares of First Trust Capital Strength ETF worth $224K as of Q1 2026.
  • Kesler Norman & Wride bought 208 First Trust Capital Strength ETF shares in Q1 2026, an estimated $20K.
  • First Trust Capital Strength ETF made up 0.04% of Kesler Norman & Wride's portfolio in Q1 2026, its #239 holding.
  • Kesler Norman & Wride first reported a position in First Trust Capital Strength ETF in Q1 2021 and has held it in 4 quarters since.
  • Kesler Norman & Wride's First Trust Capital Strength ETF position peaked at $1.25M in Q2 2021.
  • 540 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q1 2026.

Based on Kesler Norman & Wride's 13F filing for Q1 2026, filed 6 May 2026.