KPP Advisory Services’s First Trust Capital Strength ETF FTCS Stock Holding History

KPP Advisory Services’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	$3.89M	Sell	41,434 -5,578	-12%	-$548K	0.65%	33
2026 Q2	$4.42M	Sell	47,012 -406	-0.9%	-$37.9K	0.56%	45
2026 Q1	$4.4M	Sell	47,418 -4,097	-8%	-$393K	0.64%	37
2025 Q4	$4.77M	Buy	51,515 +4,836	+10%	+$447K	0.69%	35
2025 Q3	$4.37M	Sell	46,679 -37,093	-44%	-$3.42M	0.65%	36
2025 Q2	$7.61M	Buy	83,772 +838	+1%	+$74.6K	1.26%	17
2025 Q1	$7.43M	Buy	82,934 +272	+0.3%	+$24.3K	1.41%	15
2024 Q4	$7.26M	Buy	82,662 +729	+0.9%	+$66.3K	1.71%	12
2024 Q3	$7.44M	Sell	81,933 -22,301	-21%	-$1.95M	1.79%	11
2024 Q2	$8.76M	Sell	104,234 -2,325	-2%	-$194K	2.33%	9
2024 Q1	$9.13M	Buy	+106,559	New	+$8.79M	2.51%	9
2023 Q4	–	Sell	-210,045	Closed	-$15.5M	–	153
2023 Q3	$15.5M	Buy	+210,045	New	+$15.9M	5.11%	2

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

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

Walkner Condon Financial Advisors Madison, Wisconsin $911M AUM 13.83% 1-Year Est. Return

KPP Advisory Services's FTCS Position: Q3 2026 in Review

KPP Advisory Services reduced its First Trust Capital Strength ETF (FTCS) stake by 12% in Q3 2026, selling an estimated $548K and leaving 41,434 shares worth $3.89M. The position accounts for 0.65% of the portfolio, ranked #33.

KPP Advisory Services first reported a position in FTCS in Q3 2023 and has held it in 12 quarters since. The position peaked at $15.5M in Q3 2023. 243 funds tracked by Wall St. Rank hold FTCS as of Q3 2026.

KPP Advisory Services held 41,434 shares of First Trust Capital Strength ETF worth $3.89M as of Q3 2026.
KPP Advisory Services sold 5,578 First Trust Capital Strength ETF shares in Q3 2026, an estimated $548K.
First Trust Capital Strength ETF made up 0.65% of KPP Advisory Services's portfolio in Q3 2026, its #33 holding.
KPP Advisory Services first reported a position in First Trust Capital Strength ETF in Q3 2023 and has held it in 12 quarters since.
KPP Advisory Services's First Trust Capital Strength ETF position peaked at $15.5M in Q3 2023.
243 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q3 2026.

Based on KPP Advisory Services's 13F filing for Q3 2026, filed 26 Oct 2026.