MPWM Advisory Solutions’s First Trust Capital Strength ETF FTCS Stock Holding History

MPWM Advisory Solutions’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	$200K	Sell	2,131 -2,004	-48%	-$187K	0.09%	105
2026 Q1	$384K	Buy	4,135 +139	+3%	+$13.3K	0.2%	71
2025 Q4	$370K	Hold	3,996	–	–	0.21%	66
2025 Q3	$374K	Sell	3,996 -45	-1%	-$4.15K	0.22%	64
2025 Q2	$367K	Buy	4,041 +3,224	+395%	+$287K	0.23%	57
2025 Q1	$73.2K	Hold	817	–	–	0.05%	118
2024 Q4	$71.7K	Buy	+817	New	+$74.4K	0.05%	122

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

MPWM Advisory Solutions's FTCS Position: Q2 2026 in Review

MPWM Advisory Solutions reduced its First Trust Capital Strength ETF (FTCS) stake by 48% in Q2 2026, selling an estimated $187K and leaving 2,131 shares worth $200K. The position accounts for 0.09% of the portfolio, ranked #105.

MPWM Advisory Solutions first reported a position in FTCS in Q4 2024 and has held it in 7 quarters since. The position peaked at $384K in Q1 2026. 545 funds tracked by Wall St. Rank hold FTCS as of Q2 2026.

MPWM Advisory Solutions held 2,131 shares of First Trust Capital Strength ETF worth $200K as of Q2 2026.
MPWM Advisory Solutions sold 2,004 First Trust Capital Strength ETF shares in Q2 2026, an estimated $187K.
First Trust Capital Strength ETF made up 0.09% of MPWM Advisory Solutions's portfolio in Q2 2026, its #105 holding.
MPWM Advisory Solutions first reported a position in First Trust Capital Strength ETF in Q4 2024 and has held it in 7 quarters since.
MPWM Advisory Solutions's First Trust Capital Strength ETF position peaked at $384K in Q1 2026.
545 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.