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Moneta Group Investment Advisors’s First Trust Capital Strength ETF FTCS Stock Holding History

Moneta Group Investment 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
-2,386
Closed -$223K – 824
2025
Q3 		$223K Buy
+2,386
New +$220K ﹤0.01% 716

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Moneta Group Investment Advisors's FTCS Position: Q4 2025 in Review

Moneta Group Investment Advisors sold out of First Trust Capital Strength ETF (FTCS) in Q4 2025, closing a stake of 2,386 shares — an estimated $223K sold.

Moneta Group Investment Advisors first reported a position in FTCS in Q3 2025 and held it in 1 quarter. The position peaked at $223K in Q3 2025. 544 funds tracked by Wall St. Rank hold FTCS as of Q4 2025.

  • Moneta Group Investment Advisors reported no remaining First Trust Capital Strength ETF position as of Q4 2025 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 2,386 First Trust Capital Strength ETF shares in Q4 2025, an estimated $223K.
  • Moneta Group Investment Advisors first reported a position in First Trust Capital Strength ETF in Q3 2025 and held it in 1 quarter.
  • Moneta Group Investment Advisors's First Trust Capital Strength ETF position peaked at $223K in Q3 2025.
  • 544 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q4 2025.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.