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 Q2	$229K	Buy	2,443 +31	+1%	+$2.9K	0.04%	257
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 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

Kesler Norman & Wride's FTCS Position: Q2 2026 in Review

Kesler Norman & Wride increased its First Trust Capital Strength ETF (FTCS) stake by 1.3% in Q2 2026, buying an estimated $2.9K and bringing the position to 2,443 shares worth $229K. The position accounts for 0.04% of the portfolio, ranked #257.

Kesler Norman & Wride first reported a position in FTCS in Q1 2021 and has held it in 5 quarters since. The position peaked at $1.25M in Q2 2021. 547 funds tracked by Wall St. Rank hold FTCS as of Q2 2026.

Kesler Norman & Wride held 2,443 shares of First Trust Capital Strength ETF worth $229K as of Q2 2026.
Kesler Norman & Wride bought 31 First Trust Capital Strength ETF shares in Q2 2026, an estimated $2.9K.
First Trust Capital Strength ETF made up 0.04% of Kesler Norman & Wride's portfolio in Q2 2026, its #257 holding.
Kesler Norman & Wride first reported a position in First Trust Capital Strength ETF in Q1 2021 and has held it in 5 quarters since.
Kesler Norman & Wride's First Trust Capital Strength ETF position peaked at $1.25M in Q2 2021.
547 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2026.

Based on Kesler Norman & Wride's 13F filing for Q2 2026, filed 23 Jul 2026.