Novem Group
FTCS icon

Novem Group’s First Trust Capital Strength ETF FTCS Stock Holding History

Novem 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
Q3 		$649K Buy
6,918
+183
+3% +$18K 0.06% 244
2026
Q2 		$633K Buy
6,735
+578
+9% +$54K 0.06% 245
2026
Q1 		$571K Buy
6,157
+3,696
+150% +$355K 0.07% 251
2025
Q4 		$228K Buy
2,461
+172
+8% +$15.9K 0.03% 384
2025
Q3 		$214K Buy
+2,289
New +$211K 0.03% 386

Other funds holding FTCS

Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
tru Independence
tru Independence Portland, Oregon $234M AUM 14.15% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Investors Research Corp
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
BAWM
Bennett Associates Wealth Management Butler, Pennsylvania $165M AUM 14% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return
RiverTree Advisors
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return

Novem Group's FTCS Position: Q3 2026 in Review

Novem Group increased its First Trust Capital Strength ETF (FTCS) stake by 2.7% in Q3 2026, buying an estimated $18K and bringing the position to 6,918 shares worth $649K. The position accounts for 0.06% of the portfolio, ranked #244.

Novem Group first reported a position in FTCS in Q3 2025 and has held it in 5 quarters since. 147 funds tracked by Wall St. Rank hold FTCS as of Q3 2026.

  • Novem Group held 6,918 shares of First Trust Capital Strength ETF worth $649K as of Q3 2026.
  • Novem Group bought 183 First Trust Capital Strength ETF shares in Q3 2026, an estimated $18K.
  • First Trust Capital Strength ETF made up 0.06% of Novem Group's portfolio in Q3 2026, its #244 holding.
  • Novem Group first reported a position in First Trust Capital Strength ETF in Q3 2025 and has held it in 5 quarters since.
  • 147 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q3 2026.

Based on Novem Group's 13F filing for Q3 2026, filed 19 Oct 2026.