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KMG Fiduciary Partners’s First Trust Capital Strength ETF FTCS Stock Holding History

KMG Fiduciary Partners’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
2025
Q4 		– Sell
-10,928
Closed -$1.02M – 273
2025
Q3 		$1.02M Hold
10,928
– – 0.07% 186
2025
Q2 		$993K Hold
10,928
– – 0.07% 182
2025
Q1 		$980K Buy
10,928
+594
+6% +$53.1K 0.08% 183
2024
Q4 		$908K Buy
10,334
+558
+6% +$50.8K 0.08% 185
2024
Q3 		$888K Sell
9,776
-151
-2% -$13.2K 0.08% 182
2024
Q2 		$834K Sell
9,927
-583
-6% -$48.7K 0.08% 158
2024
Q1 		$900K Sell
10,510
-299
-3% -$24.7K 0.09% 147
2023
Q4 		$865K Sell
10,809
-825
-7% -$62.8K 0.1% 148
2023
Q3 		$857K Sell
11,634
-119
-1% -$9K 0.11% 142
2023
Q2 		$882K Sell
11,753
-1,000
-8% -$73.3K 0.11% 145
2023
Q1 		$930K Buy
12,753
+8,011
+169% +$591K 0.13% 145
2022
Q4 		$355K Buy
+4,742
New +$350K 0.06% 191
2022
Q2 		– Sell
-2,783
Closed -$218K – 207
2022
Q1 		$218K Hold
2,783
– – 0.03% 194
2021
Q4 		$235K Hold
2,783
– – 0.04% 183
2021
Q3 		$208K Hold
2,783
– – 0.04% 192
2021
Q2 		$210K Buy
+2,783
New +$207K 0.04% 192

Other funds holding FTCS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

KMG Fiduciary Partners's FTCS Position: Q4 2025 in Review

KMG Fiduciary Partners sold out of First Trust Capital Strength ETF (FTCS) in Q4 2025, closing a stake of 10,928 shares — an estimated $1.02M sold.

KMG Fiduciary Partners first reported a position in FTCS in Q2 2021 and held it in 16 quarters. The position peaked at $1.02M in Q3 2025. 544 funds tracked by Wall St. Rank hold FTCS as of Q4 2025.

  • KMG Fiduciary Partners reported no remaining First Trust Capital Strength ETF position as of Q4 2025 after selling out during the quarter.
  • KMG Fiduciary Partners sold 10,928 First Trust Capital Strength ETF shares in Q4 2025, an estimated $1.02M.
  • KMG Fiduciary Partners first reported a position in First Trust Capital Strength ETF in Q2 2021 and held it in 16 quarters.
  • KMG Fiduciary Partners's First Trust Capital Strength ETF position peaked at $1.02M in Q3 2025.
  • 544 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q4 2025.

Based on KMG Fiduciary Partners's 13F filing for Q4 2025, filed 14 Jan 2026.