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 Q3	$5.2M	Buy	55,453 +44,129	+390%	+$4.34M	0.74%	38
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

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

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

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

tru Independence Portland, Oregon $234M AUM 14.15% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

BAWM

Bennett Associates Wealth Management Butler, Pennsylvania $165M AUM 14% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Lynch & Associates's FTCS Position: Q3 2026 in Review

Lynch & Associates increased its First Trust Capital Strength ETF (FTCS) stake by 390% in Q3 2026, buying an estimated $4.34M and bringing the position to 55,453 shares worth $5.2M. The position accounts for 0.74% of the portfolio, ranked #38.

Lynch & Associates first reported a position in FTCS in Q3 2023 and has held it in 13 quarters since. 120 funds tracked by Wall St. Rank hold FTCS as of Q3 2026.

Lynch & Associates held 55,453 shares of First Trust Capital Strength ETF worth $5.2M as of Q3 2026.
Lynch & Associates bought 44,129 First Trust Capital Strength ETF shares in Q3 2026, an estimated $4.34M.
First Trust Capital Strength ETF made up 0.74% of Lynch & Associates's portfolio in Q3 2026, its #38 holding.
Lynch & Associates first reported a position in First Trust Capital Strength ETF in Q3 2023 and has held it in 13 quarters since.
120 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q3 2026.

Based on Lynch & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.