LeClair Wealth Partners’s First Trust Capital Strength ETF FTCS Stock Holding History

LeClair Wealth 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
2026 Q1	–	Sell	-7,623	Closed	-$705K	–	136
2025 Q4	$705K	Hold	7,623	–	–	0.41%	44
2025 Q3	$714K	Sell	7,623 -40	-0.5%	-$3.69K	0.44%	40
2025 Q2	$696K	Sell	7,663 -1,867	-20%	-$166K	0.47%	42
2025 Q1	$854K	Sell	9,530 -92	-1%	-$8.22K	0.62%	34
2024 Q4	$845K	Buy	+9,622	New	+$876K	0.56%	40

Other funds holding FTCS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

LeClair Wealth Partners's FTCS Position: Q1 2026 in Review

LeClair Wealth Partners sold out of First Trust Capital Strength ETF (FTCS) in Q1 2026, closing a stake of 7,623 shares — an estimated $705K sold.

LeClair Wealth Partners first reported a position in FTCS in Q4 2024 and held it in 5 quarters. The position peaked at $854K in Q1 2025. 540 funds tracked by Wall St. Rank hold FTCS as of Q1 2026.

LeClair Wealth Partners reported no remaining First Trust Capital Strength ETF position as of Q1 2026 after selling out during the quarter.
LeClair Wealth Partners sold 7,623 First Trust Capital Strength ETF shares in Q1 2026, an estimated $705K.
LeClair Wealth Partners first reported a position in First Trust Capital Strength ETF in Q4 2024 and held it in 5 quarters.
LeClair Wealth Partners's First Trust Capital Strength ETF position peaked at $854K in Q1 2025.
540 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q1 2026.

Based on LeClair Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.