Moisand Fitzgerald Tamayo’s First Trust Capital Strength ETF FTCS Stock Holding History

Moisand Fitzgerald Tamayo’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	$10.3K	Hold	110	–	–	﹤0.01%	368
2026 Q1	$10.2K	Hold	110	–	–	﹤0.01%	344
2025 Q4	$10.2K	Hold	110	–	–	﹤0.01%	342
2025 Q3	$10.3K	Hold	110	–	–	﹤0.01%	348
2025 Q2	$10K	Sell	110 -210	-66%	-$18.7K	﹤0.01%	347
2025 Q1	$28.7K	Hold	320	–	–	﹤0.01%	237
2024 Q4	$28.1K	Hold	320	–	–	﹤0.01%	237
2024 Q3	$29.1K	Buy	+320	New	+$28K	﹤0.01%	240
2023 Q1	–	Sell	-387	Closed	-$29K	–	786
2022 Q4	$29K	Hold	387	–	–	0.01%	211
2022 Q3	$26K	Hold	387	–	–	0.01%	206
2022 Q2	$27K	Buy	+387	New	+$28.5K	0.01%	202
2022 Q1	–	Sell	-1,087	Closed	-$92K	–	551
2021 Q4	$92K	Buy	1,087 +700	+181%	+$56.2K	0.03%	112
2021 Q3	$29K	Hold	387	–	–	0.01%	174
2021 Q2	$29K	Hold	387	–	–	0.01%	180
2021 Q1	$27K	Hold	387	–	–	0.01%	154
2020 Q4	$26K	Hold	387	–	–	0.01%	155
2020 Q3	$24K	Buy	+387	New	+$24.2K	0.01%	153

Other funds holding FTCS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Moisand Fitzgerald Tamayo's FTCS Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its First Trust Capital Strength ETF (FTCS) position steady in Q2 2026 at 110 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #368.

Moisand Fitzgerald Tamayo first reported a position in FTCS in Q3 2020 and has held it in 17 quarters since. The position peaked at $92K in Q4 2021. 546 funds tracked by Wall St. Rank hold FTCS as of Q2 2026.

Moisand Fitzgerald Tamayo held 110 shares of First Trust Capital Strength ETF worth $10.3K as of Q2 2026.
Moisand Fitzgerald Tamayo left its First Trust Capital Strength ETF share count unchanged in Q2 2026.
First Trust Capital Strength ETF made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #368 holding.
Moisand Fitzgerald Tamayo first reported a position in First Trust Capital Strength ETF in Q3 2020 and has held it in 17 quarters since.
Moisand Fitzgerald Tamayo's First Trust Capital Strength ETF position peaked at $92K in Q4 2021.
546 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.