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

MBE 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	$229K	Hold	2,442	–	–	0.08%	143
2026 Q1	$227K	Buy	2,442 +16	+0.7%	+$1.53K	0.09%	128
2025 Q4	$224K	Buy	2,426 +3	+0.1%	+$277	0.09%	124
2025 Q3	$227K	Hold	2,423	–	–	0.1%	125
2025 Q2	$220K	Buy	2,423 +39	+2%	+$3.47K	0.1%	124
2025 Q1	$214K	Buy	+2,384	New	+$213K	0.1%	115
2020 Q2	–	Sell	-67	Closed	-$3K	–	217
2020 Q1	$3K	Buy	+67	New	+$3.87K	﹤0.01%	421

Other funds holding FTCS

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return

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

MBE Wealth Management held its First Trust Capital Strength ETF (FTCS) position steady in Q2 2026 at 2,442 shares worth $229K. The position accounts for 0.08% of the portfolio, ranked #143.

MBE Wealth Management first reported a position in FTCS in Q1 2020 and has held it in 7 quarters since. 252 funds tracked by Wall St. Rank hold FTCS as of Q2 2026.

MBE Wealth Management held 2,442 shares of First Trust Capital Strength ETF worth $229K as of Q2 2026.
MBE Wealth Management left its First Trust Capital Strength ETF share count unchanged in Q2 2026.
First Trust Capital Strength ETF made up 0.08% of MBE Wealth Management's portfolio in Q2 2026, its #143 holding.
MBE Wealth Management first reported a position in First Trust Capital Strength ETF in Q1 2020 and has held it in 7 quarters since.
252 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.