Kovitz Investment Group Partners
FTCS icon

Kovitz Investment Group Partners’s First Trust Capital Strength ETF FTCS Stock Holding History

Kovitz Investment Group 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
-3,700
Closed -$346K – 770
2025
Q3 		$346K Hold
3,700
– – ﹤0.01% 1148
2025
Q2 		$336K Hold
3,700
– – ﹤0.01% 1102
2025
Q1 		$332K Hold
3,700
– – ﹤0.01% 1022
2024
Q4 		$325K Hold
3,700
– – ﹤0.01% 1021
2024
Q3 		$336K Buy
+3,700
New +$324K ﹤0.01% 845

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

Kovitz Investment Group Partners's FTCS Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of First Trust Capital Strength ETF (FTCS) in Q4 2025, closing a stake of 3,700 shares — an estimated $346K sold.

Kovitz Investment Group Partners first reported a position in FTCS in Q3 2024 and held it in 5 quarters. The position peaked at $346K in Q3 2025. 544 funds tracked by Wall St. Rank hold FTCS as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining First Trust Capital Strength ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 3,700 First Trust Capital Strength ETF shares in Q4 2025, an estimated $346K.
  • Kovitz Investment Group Partners first reported a position in First Trust Capital Strength ETF in Q3 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's First Trust Capital Strength ETF position peaked at $346K in Q3 2025.
  • 544 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.