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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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. 549 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.
549 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.