Kingswood Wealth Advisors’s First Trust Capital Strength ETF FTCS Stock Holding History

Kingswood Wealth 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	$8.33M	Sell	88,653 -1,680	-2%	-$157K	0.34%	62
2026 Q1	$8.38M	Buy	90,333 +691	+0.8%	+$66.3K	0.4%	47
2025 Q4	$8.29M	Buy	89,642 +2,364	+3%	+$219K	0.4%	47
2025 Q3	$8.17M	Buy	87,278 +31,483	+56%	+$2.9M	0.49%	34
2025 Q2	$5.07M	Buy	55,795 +2,328	+4%	+$207K	0.4%	45
2025 Q1	$4.79M	Sell	53,467 -40,953	-43%	-$3.66M	0.44%	38
2024 Q4	$8.29M	Buy	94,420 +25,454	+37%	+$2.32M	0.62%	22
2024 Q3	$6.25M	Buy	68,966 +26,100	+61%	+$2.29M	0.45%	42
2024 Q2	$3.6M	Buy	42,866 +122	+0.3%	+$10.2K	0.32%	67
2024 Q1	$3.66M	Buy	42,744 +1,740	+4%	+$144K	0.42%	43
2023 Q4	$3.28M	Buy	41,004 +33,754	+466%	+$2.57M	0.37%	57
2023 Q3	$534K	Sell	7,250 -36,158	-83%	-$2.74M	0.09%	235
2023 Q2	$3.26M	Buy	+43,408	New	+$3.18M	1.04%	20

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

Kingswood Wealth Advisors's FTCS Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its First Trust Capital Strength ETF (FTCS) stake by 1.9% in Q2 2026, selling an estimated $157K and leaving 88,653 shares worth $8.33M. The position accounts for 0.34% of the portfolio, ranked #62.

Kingswood Wealth Advisors first reported a position in FTCS in Q2 2023 and has held it in 13 quarters since. The position peaked at $8.38M in Q1 2026. 546 funds tracked by Wall St. Rank hold FTCS as of Q2 2026.

Kingswood Wealth Advisors held 88,653 shares of First Trust Capital Strength ETF worth $8.33M as of Q2 2026.
Kingswood Wealth Advisors sold 1,680 First Trust Capital Strength ETF shares in Q2 2026, an estimated $157K.
First Trust Capital Strength ETF made up 0.34% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #62 holding.
Kingswood Wealth Advisors first reported a position in First Trust Capital Strength ETF in Q2 2023 and has held it in 13 quarters since.
Kingswood Wealth Advisors's First Trust Capital Strength ETF position peaked at $8.38M in Q1 2026.
546 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.