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 Q3	$299K	Hold	3,181	–	–	0.03%	136
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 $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

LVZ Inc's FTCS Position: Q3 2026 in Review

LVZ Inc held its First Trust Capital Strength ETF (FTCS) position steady in Q3 2026 at 3,181 shares worth $299K. The position accounts for 0.03% of the portfolio, ranked #136.

LVZ Inc first reported a position in FTCS in Q3 2021 and has held it in 11 quarters since. The position peaked at $343K in Q4 2021. 374 funds tracked by Wall St. Rank hold FTCS as of Q3 2026.

LVZ Inc held 3,181 shares of First Trust Capital Strength ETF worth $299K as of Q3 2026.
LVZ Inc left its First Trust Capital Strength ETF share count unchanged in Q3 2026.
First Trust Capital Strength ETF made up 0.03% of LVZ Inc's portfolio in Q3 2026, its #136 holding.
LVZ Inc first reported a position in First Trust Capital Strength ETF in Q3 2021 and has held it in 11 quarters since.
LVZ Inc's First Trust Capital Strength ETF position peaked at $343K in Q4 2021.
374 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q3 2026.

Based on LVZ Inc's 13F filing for Q3 2026, filed 20 Oct 2026.