Key Financial Inc’s First Trust Capital Strength ETF FTCS Stock Holding History

Key Financial Inc’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	$13.2K	Hold	141	–	–	﹤0.01%	801
2026 Q2	$13.2K	Hold	141	–	–	﹤0.01%	805
2026 Q1	$13.1K	Hold	141	–	–	﹤0.01%	823
2025 Q4	$13K	Hold	141	–	–	﹤0.01%	814
2025 Q3	$13.1K	Hold	141	–	–	﹤0.01%	809
2025 Q2	$12.8K	Hold	141	–	–	﹤0.01%	790
2025 Q1	$12.6K	Hold	141	–	–	﹤0.01%	762
2024 Q4	$12.4K	Hold	141	–	–	﹤0.01%	773
2024 Q3	$12.8K	Hold	141	–	–	﹤0.01%	738
2024 Q2	$11.8K	Hold	141	–	–	﹤0.01%	736
2024 Q1	$12.1K	Hold	141	–	–	﹤0.01%	703
2023 Q4	$11.3K	Hold	141	–	–	﹤0.01%	707
2023 Q3	$10.4K	Hold	141	–	–	﹤0.01%	703
2023 Q2	$10.6K	Hold	141	–	–	﹤0.01%	706
2023 Q1	$10.3K	Sell	141 -429	-75%	-$31.6K	﹤0.01%	672
2022 Q4	$37.9K	Hold	570	–	–	0.02%	402
2022 Q3	$38K	Buy	570 +429	+304%	+$30.8K	0.02%	402
2022 Q2	$10K	Buy	+141	New	+$10.4K	0.01%	627

Other funds holding FTCS

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Archer Investment Corporation Carmel, Indiana $545M AUM 21.2% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

Key Financial Inc's FTCS Position: Q3 2026 in Review

Key Financial Inc held its First Trust Capital Strength ETF (FTCS) position steady in Q3 2026 at 141 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #801.

Key Financial Inc first reported a position in FTCS in Q2 2022 and has held it in 18 quarters since. The position peaked at $38K in Q3 2022. 301 funds tracked by Wall St. Rank hold FTCS as of Q3 2026.

Key Financial Inc held 141 shares of First Trust Capital Strength ETF worth $13.2K as of Q3 2026.
Key Financial Inc left its First Trust Capital Strength ETF share count unchanged in Q3 2026.
First Trust Capital Strength ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #801 holding.
Key Financial Inc first reported a position in First Trust Capital Strength ETF in Q2 2022 and has held it in 18 quarters since.
Key Financial Inc's First Trust Capital Strength ETF position peaked at $38K in Q3 2022.
301 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.