LIG
FTCS icon

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

Lokken Investment Group’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
Q3 		$4.58M Buy
48,871
+1,207
+3% +$111K 1.57% 19
2025
Q2 		$4.33M Sell
47,664
-1,295
-3% -$115K 1.67% 17
2025
Q1 		$4.39M Buy
48,959
+1,855
+4% +$166K 1.85% 17
2024
Q4 		$4.14M Buy
47,104
+1,457
+3% +$133K 1.79% 16
2024
Q3 		$4.14M Buy
45,647
+329
+0.7% +$28.8K 1.73% 15
2024
Q2 		$3.81M Buy
45,318
+768
+2% +$64.1K 1.79% 14
2024
Q1 		$3.82M Buy
44,550
+506
+1% +$41.8K 1.9% 14
2023
Q4 		$3.53M Buy
44,044
+2,658
+6% +$202K 1.99% 13
2023
Q3 		$3.05M Sell
41,386
-823
-2% -$62.3K 2% 13
2023
Q2 		$3.17M Buy
42,209
+854
+2% +$62.6K 2.07% 13
2023
Q1 		$3.02M Buy
41,355
+749
+2% +$55.2K 2.29% 10
2022
Q4 		$3.04M Sell
40,606
-1,193
-3% -$88K 2.4% 11
2022
Q3 		$2.78M Buy
41,799
+921
+2% +$66.2K 2.39% 12
2022
Q2 		$2.86M Sell
40,878
-190
-0.5% -$14K 2.32% 12
2022
Q1 		$3.04M Buy
41,068
+2,529
+7% +$197K 2.41% 12
2021
Q4 		$3.26M Buy
38,539
+366
+1% +$29.4K 2.32% 12
2021
Q3 		$2.86M Buy
38,173
+2,216
+6% +$173K 2.26% 13
2021
Q2 		$2.72M Buy
35,957
+299
+0.8% +$22.2K 2.21% 12
2021
Q1 		$2.52M Sell
35,658
-2,958
-8% -$201K 2.23% 12
2020
Q4 		$2.61M Buy
+38,616
New +$2.52M 2.38% 12

Other funds holding FTCS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lokken Investment Group's FTCS Position: Q3 2025 in Review

Lokken Investment Group increased its First Trust Capital Strength ETF (FTCS) stake by 2.5% in Q3 2025, buying an estimated $111K and bringing the position to 48,871 shares worth $4.58M. The position accounts for 1.57% of the portfolio, ranked #19.

Lokken Investment Group first reported a position in FTCS in Q4 2020 and has held it in 20 quarters since. 516 funds tracked by Wall St. Rank hold FTCS as of Q3 2025.

  • Lokken Investment Group held 48,871 shares of First Trust Capital Strength ETF worth $4.58M as of Q3 2025.
  • Lokken Investment Group bought 1,207 First Trust Capital Strength ETF shares in Q3 2025, an estimated $111K.
  • First Trust Capital Strength ETF made up 1.57% of Lokken Investment Group's portfolio in Q3 2025, its #19 holding.
  • Lokken Investment Group first reported a position in First Trust Capital Strength ETF in Q4 2020 and has held it in 20 quarters since.
  • 516 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.