OneDigital Investment Advisors
FTCS icon

OneDigital Investment Advisors’s First Trust Capital Strength ETF FTCS Stock Holding History

OneDigital Investment Advisors’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 		$9.2M Buy
97,948
+26,211
+37% +$2.45M 0.08% 210
2026
Q1 		$6.65M Buy
71,737
+45,056
+169% +$4.32M 0.07% 229
2025
Q4 		$2.47M Buy
26,681
+653
+3% +$60.4K 0.02% 418
2025
Q3 		$2.44M Buy
26,028
+828
+3% +$76.3K 0.03% 392
2025
Q2 		$2.29M Sell
25,200
-318
-1% -$28.3K 0.03% 397
2025
Q1 		$2.29M Sell
25,518
-32,112
-56% -$2.87M 0.03% 372
2024
Q4 		$5.06M Sell
57,630
-11,296
-16% -$1.03M 0.06% 240
2024
Q3 		$6.26M Sell
68,926
-660
-0.9% -$57.8K 0.07% 214
2024
Q2 		$5.85M Sell
69,586
-14,957
-18% -$1.25M 0.07% 207
2024
Q1 		$7.24M Buy
84,543
+6,365
+8% +$525K 0.11% 164
2023
Q4 		$6.26M Sell
78,178
-1,018
-1% -$77.5K 0.11% 162
2023
Q3 		$5.83M Buy
79,196
+7,140
+10% +$540K 0.13% 142
2023
Q2 		$5.41M Buy
72,056
+3,302
+5% +$242K 0.12% 138
2023
Q1 		$5.01M Buy
68,754
+15,798
+30% +$1.16M 0.12% 142
2022
Q4 		$3.97M Buy
52,956
+8,386
+19% +$619K 0.12% 151
2022
Q3 		$2.96M Buy
44,570
+734
+2% +$52.7K 0.11% 135
2022
Q2 		$3.06M Sell
43,836
-902
-2% -$66.3K 0.13% 114
2022
Q1 		$3.5M Sell
44,738
-3,960
-8% -$308K 0.13% 105
2021
Q4 		$4.12M Sell
48,698
-222
-0.5% -$17.8K 0.15% 95
2021
Q3 		$3.66M Buy
48,920
+1,722
+4% +$134K 0.15% 93
2021
Q2 		$3.57M Sell
47,198
-7,847
-14% -$583K 0.15% 94
2021
Q1 		$3.9M Sell
55,045
-1,382
-2% -$94K 0.18% 80
2020
Q4 		$3.81M Buy
56,427
+8,367
+17% +$547K 0.2% 79
2020
Q3 		$3.04M Buy
48,060
+24,834
+107% +$1.55M 0.21% 83
2020
Q2 		$1.36M Buy
23,226
+3,800
+20% +$212K 0.1% 172
2020
Q1 		$966K Sell
19,426
-78
-0.4% -$4.5K 0.09% 202
2019
Q4 		$1.18M Buy
19,504
+607
+3% +$35.4K 0.09% 173
2019
Q3 		$1.07M Buy
18,897
+1,790
+10% +$102K 0.1% 167
2019
Q2 		$966K Buy
17,107
+925
+6% +$51K 0.07% 155
2019
Q1 		$874K Buy
+16,182
New +$840K 0.13% 116

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

OneDigital Investment Advisors's FTCS Position: Q2 2026 in Review

OneDigital Investment Advisors increased its First Trust Capital Strength ETF (FTCS) stake by 37% in Q2 2026, buying an estimated $2.45M and bringing the position to 97,948 shares worth $9.2M. The position accounts for 0.08% of the portfolio, ranked #210.

OneDigital Investment Advisors first reported a position in FTCS in Q1 2019 and has held it in 30 quarters since. 550 funds tracked by Wall St. Rank hold FTCS as of Q2 2026.

  • OneDigital Investment Advisors held 97,948 shares of First Trust Capital Strength ETF worth $9.2M as of Q2 2026.
  • OneDigital Investment Advisors bought 26,211 First Trust Capital Strength ETF shares in Q2 2026, an estimated $2.45M.
  • First Trust Capital Strength ETF made up 0.08% of OneDigital Investment Advisors's portfolio in Q2 2026, its #210 holding.
  • OneDigital Investment Advisors first reported a position in First Trust Capital Strength ETF in Q1 2019 and has held it in 30 quarters since.
  • 550 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.