LVZ Inc’s First Trust Capital Strength ETF FTCS Stock Holding History

LVZ Inc’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	$299K	Sell	3,181 -4	-0.1%	-$374	0.03%	137
2026 Q1	$295K	Hold	3,185	–	–	0.03%	121
2025 Q4	$295K	Sell	3,185 -132	-4%	-$12.2K	0.03%	130
2025 Q3	$311K	Sell	3,317 -341	-9%	-$31.4K	0.04%	125
2025 Q2	$332K	Buy	3,658 +575	+19%	+$51.2K	0.04%	116
2025 Q1	$276K	Buy	3,083 +700	+29%	+$62.5K	0.04%	124
2024 Q4	$209K	Buy	2,383 +50	+2%	+$4.55K	0.03%	140
2024 Q3	$212K	Buy	+2,333	New	+$204K	0.03%	138
2022 Q1	–	Sell	-4,051	Closed	-$343K	–	112
2021 Q4	$343K	Buy	4,051 +1,193	+42%	+$95.7K	0.05%	75
2021 Q3	$214K	Buy	+2,858	New	+$223K	0.03%	97

Other funds holding FTCS

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

HCA

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

IRC

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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SEP

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SWM

Shelton Wealth Management Fort Worth, Texas $255M AUM 34.47% 1-Year Est. Return

LVZ Inc's FTCS Position: Q2 2026 in Review

LVZ Inc reduced its First Trust Capital Strength ETF (FTCS) stake by 0.13% in Q2 2026, selling an estimated $374 and leaving 3,181 shares worth $299K. The position accounts for 0.03% of the portfolio, ranked #137.

LVZ Inc first reported a position in FTCS in Q3 2021 and has held it in 10 quarters since. The position peaked at $343K in Q4 2021. 98 funds tracked by Wall St. Rank hold FTCS as of Q2 2026.

LVZ Inc held 3,181 shares of First Trust Capital Strength ETF worth $299K as of Q2 2026.
LVZ Inc sold 4 First Trust Capital Strength ETF shares in Q2 2026, an estimated $374.
First Trust Capital Strength ETF made up 0.03% of LVZ Inc's portfolio in Q2 2026, its #137 holding.
LVZ Inc first reported a position in First Trust Capital Strength ETF in Q3 2021 and has held it in 10 quarters since.
LVZ Inc's First Trust Capital Strength ETF position peaked at $343K in Q4 2021.
98 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2026.

Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.