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Magnolia Wealth Management’s First Trust Capital Strength ETF FTCS Stock Holding History

Magnolia Wealth Management’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 		– Sell
-170
Closed -$15.8K – 89
2026
Q1 		$15.8K Buy
+170
New +$16.3K 0.01% 121

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Magnolia Wealth Management's FTCS Position: Q2 2026 in Review

Magnolia Wealth Management sold out of First Trust Capital Strength ETF (FTCS) in Q2 2026, closing a stake of 170 shares — an estimated $15.8K sold.

Magnolia Wealth Management first reported a position in FTCS in Q1 2026 and held it in 1 quarter. The position peaked at $15.8K in Q1 2026. 544 funds tracked by Wall St. Rank hold FTCS as of Q2 2026.

  • Magnolia Wealth Management reported no remaining First Trust Capital Strength ETF position as of Q2 2026 after selling out during the quarter.
  • Magnolia Wealth Management sold 170 First Trust Capital Strength ETF shares in Q2 2026, an estimated $15.8K.
  • Magnolia Wealth Management first reported a position in First Trust Capital Strength ETF in Q1 2026 and held it in 1 quarter.
  • Magnolia Wealth Management's First Trust Capital Strength ETF position peaked at $15.8K in Q1 2026.
  • 544 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2026.

Based on Magnolia Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.