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Mowery & Schoenfeld Wealth Management’s First Trust Capital Strength ETF FTCS Stock Holding History

Mowery & Schoenfeld 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 		$29.9K Buy
+319
New +$29.8K 0.04% 167
2024
Q3 		– Sell
-1,296
Closed -$109K – 246
2024
Q2 		$109K Buy
+1,296
New +$108K 0.16% 62

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's FTCS Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management opened a new position in First Trust Capital Strength ETF (FTCS) in Q2 2026: 319 shares worth $29.9K. The stake represents 0.04% of the portfolio and ranks #167 among its holdings. This is a return to the name: Mowery & Schoenfeld Wealth Management previously reported a position in FTCS as recently as Q2 2024.

Mowery & Schoenfeld Wealth Management first reported a position in FTCS in Q2 2024 and has held it in 2 quarters since. The position peaked at $109K in Q2 2024. 550 funds tracked by Wall St. Rank hold FTCS as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 319 shares of First Trust Capital Strength ETF worth $29.9K as of Q2 2026.
  • First Trust Capital Strength ETF was a new Mowery & Schoenfeld Wealth Management position in Q2 2026.
  • First Trust Capital Strength ETF made up 0.04% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #167 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in First Trust Capital Strength ETF in Q2 2024 and has held it in 2 quarters since.
  • Mowery & Schoenfeld Wealth Management's First Trust Capital Strength ETF position peaked at $109K in Q2 2024.
  • 550 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.