LRI Investments’s First Trust Capital Strength ETF FTCS Stock Holding History

LRI Investments’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 Q2	$9.39K	Hold	100	–	–	﹤0.01%	968
2026 Q1	$9.28K	Hold	100	–	–	﹤0.01%	906
2025 Q4	$9.25K	Hold	100	–	–	﹤0.01%	893
2025 Q3	$9.36K	Hold	100	–	–	﹤0.01%	889
2025 Q2	$9.09K	Hold	100	–	–	﹤0.01%	867
2025 Q1	$8.96K	Hold	100	–	–	﹤0.01%	814
2024 Q4	$8.78K	Hold	100	–	–	﹤0.01%	813
2024 Q3	$9.15K	Hold	100	–	–	﹤0.01%	800
2024 Q2	$8.4K	Hold	100	–	–	﹤0.01%	789
2024 Q1	$8.56K	Buy	+100	New	+$8.25K	﹤0.01%	539

Other funds holding FTCS

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Shelton Wealth Management Fort Worth, Texas $253M AUM 34.47% 1-Year Est. Return

Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return

Northbridge Financial Group Tampa, Florida $260M AUM

Wisconsin Wealth Advisors Sun Prairie, Wisconsin $117M AUM 31.58% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return