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National Wealth Management Group’s First Trust Capital Strength ETF FTCS Stock Holding History

National Wealth Management Group’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 		$280K Buy
2,983
+12
+0.4% +$1.12K 0.09% 179
2026
Q1 		$276K Sell
2,971
-4
-0.1% -$384 0.1% 169
2025
Q4 		$275K Sell
2,975
-415
-12% -$38.4K 0.1% 192
2025
Q3 		$317K Sell
3,390
-57
-2% -$5.26K 0.12% 180
2025
Q2 		$313K Sell
3,447
-211
-6% -$18.8K 0.18% 127
2025
Q1 		$328K Sell
3,658
-15
-0.4% -$1.34K 0.22% 109
2024
Q4 		$323K Sell
3,673
-40
-1% -$3.64K 0.21% 100
2024
Q3 		$337K Sell
3,713
-40
-1% -$3.51K 0.23% 104
2024
Q2 		$315K Sell
3,753
-9
-0.2% -$751 0.24% 91
2024
Q1 		$322K Sell
3,762
-30
-0.8% -$2.48K 0.25% 103
2023
Q4 		$304K Sell
3,792
-200
-5% -$15.2K 0.29% 102
2023
Q3 		$294K Sell
3,992
-885
-18% -$67K 0.32% 99
2023
Q2 		$371K Sell
4,877
-6
-0.1% -$440 0.39% 85
2023
Q1 		$357K Sell
4,883
-2,175
-31% -$160K 0.41% 79
2022
Q4 		$529K Buy
7,058
+654
+10% +$48.3K 0.63% 42
2022
Q3 		$425K Sell
6,404
-1,304
-17% -$93.7K 0.55% 49
2022
Q2 		$539K Sell
7,708
-1,164
-13% -$85.6K 0.68% 39
2022
Q1 		$694K Buy
8,872
+181
+2% +$14.1K 0.67% 46
2021
Q4 		$735K Buy
+8,691
New +$697K 0.69% 47

Other funds holding FTCS

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
SA
Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

National Wealth Management Group's FTCS Position: Q2 2026 in Review

National Wealth Management Group increased its First Trust Capital Strength ETF (FTCS) stake by 0.4% in Q2 2026, buying an estimated $1.12K and bringing the position to 2,983 shares worth $280K. The position accounts for 0.09% of the portfolio, ranked #179.

National Wealth Management Group first reported a position in FTCS in Q4 2021 and has held it in 19 quarters since. The position peaked at $735K in Q4 2021. 143 funds tracked by Wall St. Rank hold FTCS as of Q2 2026.

  • National Wealth Management Group held 2,983 shares of First Trust Capital Strength ETF worth $280K as of Q2 2026.
  • National Wealth Management Group bought 12 First Trust Capital Strength ETF shares in Q2 2026, an estimated $1.12K.
  • First Trust Capital Strength ETF made up 0.09% of National Wealth Management Group's portfolio in Q2 2026, its #179 holding.
  • National Wealth Management Group first reported a position in First Trust Capital Strength ETF in Q4 2021 and has held it in 19 quarters since.
  • National Wealth Management Group's First Trust Capital Strength ETF position peaked at $735K in Q4 2021.
  • 143 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.