Morey & Quinn Wealth Partners’s First Trust Capital Strength ETF FTCS Stock Holding History

Morey & Quinn Wealth Partners’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	$7.36M	Sell	78,413 -1,813	-2%	-$169K	4.74%	4
2026 Q1	$7.44M	Sell	80,226 -1,008	-1%	-$96.7K	5.29%	4
2025 Q4	$7.52M	Sell	81,234 -1,439	-2%	-$133K	5.4%	4
2025 Q3	$7.74M	Buy	82,673 +33	+0%	+$3.04K	5.71%	3
2025 Q2	$7.51M	Sell	82,640 -4,668	-5%	-$416K	6.01%	2
2025 Q1	$7.83M	Buy	87,308 +595	+0.7%	+$53.1K	6.48%	2
2024 Q4	$7.62M	Buy	+86,713	New	+$7.89M	6.46%	2

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

Morey & Quinn Wealth Partners's FTCS Position: Q2 2026 in Review

Morey & Quinn Wealth Partners reduced its First Trust Capital Strength ETF (FTCS) stake by 2.3% in Q2 2026, selling an estimated $169K and leaving 78,413 shares worth $7.36M. The position accounts for 4.74% of the portfolio, ranked #4.

Morey & Quinn Wealth Partners first reported a position in FTCS in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.83M in Q1 2025. 547 funds tracked by Wall St. Rank hold FTCS as of Q2 2026.

Morey & Quinn Wealth Partners held 78,413 shares of First Trust Capital Strength ETF worth $7.36M as of Q2 2026.
Morey & Quinn Wealth Partners sold 1,813 First Trust Capital Strength ETF shares in Q2 2026, an estimated $169K.
First Trust Capital Strength ETF made up 4.74% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #4 holding.
Morey & Quinn Wealth Partners first reported a position in First Trust Capital Strength ETF in Q4 2024 and has held it in 7 quarters since.
Morey & Quinn Wealth Partners's First Trust Capital Strength ETF position peaked at $7.83M in Q1 2025.
547 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.