Lynch & Associates’s First Trust Capital Strength ETF FTCS Stock Holding History

Lynch & Associates’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	$1.06M	Sell	11,324 -3,492	-24%	-$326K	0.19%	86
2026 Q1	$1.37M	Buy	14,816 +3,271	+28%	+$314K	0.26%	77
2025 Q4	$1.07M	Buy	11,545 +1,021	+10%	+$94.4K	0.2%	80
2025 Q3	$985K	Buy	10,524 +887	+9%	+$81.8K	0.19%	83
2025 Q2	$876K	Buy	9,637 +2,004	+26%	+$178K	0.18%	84
2025 Q1	$684K	Buy	7,633 +1,528	+25%	+$136K	0.15%	86
2024 Q4	$536K	Buy	6,105 +483	+9%	+$44K	0.12%	91
2024 Q3	$510K	Buy	5,622 +648	+13%	+$56.8K	0.11%	94
2024 Q2	$418K	Buy	4,974 +1,025	+26%	+$85.6K	0.09%	97
2024 Q1	$338K	Buy	3,949 +736	+23%	+$60.7K	0.08%	105
2023 Q4	$257K	Buy	3,213 +294	+10%	+$22.4K	0.06%	108
2023 Q3	$215K	Buy	+2,919	New	+$221K	0.06%	107

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

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

PWM

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

Lynch & Associates's FTCS Position: Q2 2026 in Review

Lynch & Associates reduced its First Trust Capital Strength ETF (FTCS) stake by 24% in Q2 2026, selling an estimated $326K and leaving 11,324 shares worth $1.06M. The position accounts for 0.19% of the portfolio, ranked #86.

Lynch & Associates first reported a position in FTCS in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.37M in Q1 2026. 92 funds tracked by Wall St. Rank hold FTCS as of Q2 2026.

Lynch & Associates held 11,324 shares of First Trust Capital Strength ETF worth $1.06M as of Q2 2026.
Lynch & Associates sold 3,492 First Trust Capital Strength ETF shares in Q2 2026, an estimated $326K.
First Trust Capital Strength ETF made up 0.19% of Lynch & Associates's portfolio in Q2 2026, its #86 holding.
Lynch & Associates first reported a position in First Trust Capital Strength ETF in Q3 2023 and has held it in 12 quarters since.
Lynch & Associates's First Trust Capital Strength ETF position peaked at $1.37M in Q1 2026.
92 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2026.

Based on Lynch & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.