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NewEdge Wealth’s First Trust Capital Strength ETF FTCS Stock Holding History

NewEdge Wealth’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
Q1 		$608K Buy
6,559
+5
+0.1% +$480 0.01% 757
2025
Q4 		$606K Sell
6,554
-142
-2% -$13.1K 0.01% 769
2025
Q3 		$610K Buy
6,696
+3
+0% +$277 0.01% 692
2025
Q2 		$611K Sell
6,693
-5,243
-44% -$467K 0.01% 647
2025
Q1 		$1.07M Sell
11,936
-8,365
-41% -$747K 0.02% 464
2024
Q4 		$1.78M Buy
20,301
+18
+0.1% +$1.64K 0.03% 376
2024
Q3 		$1.84M Buy
+20,283
New +$1.78M 0.03% 366
2024
Q2 		– Sell
-20,916
Closed -$1.71M – 789
2024
Q1 		$1.71M Buy
20,916
+10
+0% +$825 0.04% 351
2023
Q4 		$1.67M Sell
20,906
-884
-4% -$67.3K 0.04% 324
2023
Q3 		$1.6M Buy
21,790
+12
+0.1% +$908 0.05% 295
2023
Q2 		$1.64M Buy
21,778
+17,079
+363% +$1.25M 0.05% 287
2023
Q1 		$343K Buy
+4,699
New +$346K 0.01% 478

Other funds holding FTCS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

NewEdge Wealth's FTCS Position: Q1 2026 in Review

NewEdge Wealth increased its First Trust Capital Strength ETF (FTCS) stake by 0.08% in Q1 2026, buying an estimated $480 and bringing the position to 6,559 shares worth $608K. The position accounts for 0.01% of the portfolio, ranked #757.

NewEdge Wealth first reported a position in FTCS in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.84M in Q3 2024. 540 funds tracked by Wall St. Rank hold FTCS as of Q1 2026.

  • NewEdge Wealth held 6,559 shares of First Trust Capital Strength ETF worth $608K as of Q1 2026.
  • NewEdge Wealth bought 5 First Trust Capital Strength ETF shares in Q1 2026, an estimated $480.
  • First Trust Capital Strength ETF made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #757 holding.
  • NewEdge Wealth first reported a position in First Trust Capital Strength ETF in Q1 2023 and has held it in 12 quarters since.
  • NewEdge Wealth's First Trust Capital Strength ETF position peaked at $1.84M in Q3 2024.
  • 540 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.