Mayflower Financial Advisors’s First Trust Capital Strength ETF FTCS Stock Holding History

Mayflower Financial Advisors’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 Q4	–	Sell	-2,293	Closed	-$215K	–	424
2025 Q3	$215K	Hold	2,293	–	–	0.03%	387
2025 Q2	$208K	Hold	2,293	–	–	0.03%	381
2025 Q1	$206K	Hold	2,293	–	–	0.03%	376
2024 Q4	$201K	Hold	2,293	–	–	0.03%	373
2024 Q3	$208K	Sell	2,293 -500	-18%	-$43.8K	0.03%	356
2024 Q2	$235K	Hold	2,793	–	–	0.04%	314
2024 Q1	$239K	Hold	2,793	–	–	0.04%	314
2023 Q4	$224K	Sell	2,793 -250	-8%	-$19K	0.03%	310
2023 Q3	$224K	Hold	3,043	–	–	0.03%	300
2023 Q2	$228K	Hold	3,043	–	–	0.03%	318
2023 Q1	$222K	Hold	3,043	–	–	0.03%	314
2022 Q4	$228K	Hold	3,043	–	–	0.03%	307
2022 Q3	$202K	Sell	3,043 -1,410	-32%	-$101K	0.03%	308
2022 Q2	$311K	Hold	4,453	–	–	0.05%	244
2022 Q1	$348K	Hold	4,453	–	–	0.05%	246
2021 Q4	$377K	Sell	4,453 -250	-5%	-$20.1K	0.05%	231
2021 Q3	$371K	Buy	+4,703	New	+$367K	0.05%	229

Other funds holding FTCS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mayflower Financial Advisors's FTCS Position: Q4 2025 in Review

Mayflower Financial Advisors sold out of First Trust Capital Strength ETF (FTCS) in Q4 2025, closing a stake of 2,293 shares — an estimated $215K sold.

Mayflower Financial Advisors first reported a position in FTCS in Q3 2021 and held it in 17 quarters. The position peaked at $377K in Q4 2021. 542 funds tracked by Wall St. Rank hold FTCS as of Q4 2025.

Mayflower Financial Advisors reported no remaining First Trust Capital Strength ETF position as of Q4 2025 after selling out during the quarter.
Mayflower Financial Advisors sold 2,293 First Trust Capital Strength ETF shares in Q4 2025, an estimated $215K.
Mayflower Financial Advisors first reported a position in First Trust Capital Strength ETF in Q3 2021 and held it in 17 quarters.
Mayflower Financial Advisors's First Trust Capital Strength ETF position peaked at $377K in Q4 2021.
542 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q4 2025.

Based on Mayflower Financial Advisors's 13F filing for Q4 2025, filed 13 Jan 2026.