MWG
FTCS icon

Martin Worley Group’s First Trust Capital Strength ETF FTCS Stock Holding History

Martin Worley Group’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
2025
Q2 		$772K Hold
8,490
– – 0.38% 54
2025
Q1 		$761K Sell
8,490
-166
-2% -$14.8K 0.43% 48
2024
Q4 		$760K Buy
+8,656
New +$788K 0.48% 47

Other funds holding FTCS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Martin Worley Group's FTCS Position: Q2 2025 in Review

Martin Worley Group held its First Trust Capital Strength ETF (FTCS) position steady in Q2 2025 at 8,490 shares worth $772K. The position accounts for 0.38% of the portfolio, ranked #54.

Martin Worley Group first reported a position in FTCS in Q4 2024 and has held it in 3 quarters since. 529 funds tracked by Wall St. Rank hold FTCS as of Q2 2025.

  • Martin Worley Group held 8,490 shares of First Trust Capital Strength ETF worth $772K as of Q2 2025.
  • Martin Worley Group left its First Trust Capital Strength ETF share count unchanged in Q2 2025.
  • First Trust Capital Strength ETF made up 0.38% of Martin Worley Group's portfolio in Q2 2025, its #54 holding.
  • Martin Worley Group first reported a position in First Trust Capital Strength ETF in Q4 2024 and has held it in 3 quarters since.
  • 529 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2025.

Based on Martin Worley Group's 13F filing for Q2 2025, filed 12 Aug 2025.