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Moneywise Inc’s First Trust Capital Strength ETF FTCS Stock Holding History

Moneywise Inc’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 		$581K Sell
6,189
-228
-4% -$21.3K 0.22% 55
2026
Q1 		$595K Sell
6,417
-1,161
-15% -$111K 0.26% 56
2025
Q4 		$701K Sell
7,578
-1,242
-14% -$115K 0.29% 56
2025
Q3 		$826K Sell
8,820
-407
-4% -$37.5K 0.37% 43
2025
Q2 		$839K Sell
9,227
-2,953
-24% -$263K 0.39% 41
2025
Q1 		$1.09M Sell
12,180
-1,017
-8% -$90.8K 0.58% 31
2024
Q4 		$1.16M Sell
13,197
-8,017
-38% -$730K 0.58% 32
2024
Q3 		$1.93M Sell
21,214
-8,759
-29% -$768K 0.95% 22
2024
Q2 		$2.52M Sell
29,973
-6,046
-17% -$505K 1.33% 21
2024
Q1 		$3.09M Sell
36,019
-12,021
-25% -$992K 1.68% 16
2023
Q4 		$3.85M Sell
48,040
-6,922
-13% -$527K 2.21% 11
2023
Q3 		$4.05M Sell
54,962
-2,361
-4% -$179K 2.54% 11
2023
Q2 		$4.3M Sell
57,323
-2,418
-4% -$177K 2.67% 10
2023
Q1 		$4.36M Buy
59,741
+2,310
+4% +$170K 2.82% 9
2022
Q4 		$4.3M Buy
57,431
+925
+2% +$68.3K 3.22% 7
2022
Q3 		$3.75M Sell
56,506
-927
-2% -$66.6K 3.06% 9
2022
Q2 		$4.02M Sell
57,433
-2,987
-5% -$220K 3.13% 7
2022
Q1 		$4.72M Sell
60,420
-1,038
-2% -$80.7K 3.11% 8
2021
Q4 		$5.2M Sell
61,458
-6,752
-10% -$542K 3.34% 6
2021
Q3 		$5.1M Buy
68,210
+2,563
+4% +$200K 3.33% 7
2021
Q2 		$4.96M Buy
65,647
+640
+1% +$47.6K 3.39% 8
2021
Q1 		$4.6M Buy
65,007
+2,445
+4% +$166K 3.11% 8
2020
Q4 		$4.22M Buy
62,562
+19,776
+46% +$1.29M 3.02% 9
2020
Q3 		$2.71M Buy
42,786
+9,518
+29% +$595K 2.15% 16
2020
Q2 		$1.94M Buy
33,268
+18,005
+118% +$1.01M 1.56% 20
2020
Q1 		$759K Buy
+15,263
New +$881K 0.67% 24

Other funds holding FTCS

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Commonwealth Equity Services
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
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
SA
Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return

Moneywise Inc's FTCS Position: Q2 2026 in Review

Moneywise Inc reduced its First Trust Capital Strength ETF (FTCS) stake by 3.6% in Q2 2026, selling an estimated $21.3K and leaving 6,189 shares worth $581K. The position accounts for 0.22% of the portfolio, ranked #55.

Moneywise Inc first reported a position in FTCS in Q1 2020 and has held it in 26 quarters since. The position peaked at $5.2M in Q4 2021. 230 funds tracked by Wall St. Rank hold FTCS as of Q2 2026.

  • Moneywise Inc held 6,189 shares of First Trust Capital Strength ETF worth $581K as of Q2 2026.
  • Moneywise Inc sold 228 First Trust Capital Strength ETF shares in Q2 2026, an estimated $21.3K.
  • First Trust Capital Strength ETF made up 0.22% of Moneywise Inc's portfolio in Q2 2026, its #55 holding.
  • Moneywise Inc first reported a position in First Trust Capital Strength ETF in Q1 2020 and has held it in 26 quarters since.
  • Moneywise Inc's First Trust Capital Strength ETF position peaked at $5.2M in Q4 2021.
  • 230 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2026.

Based on Moneywise Inc's 13F filing for Q2 2026, filed 21 Jul 2026.