OBWG
FTCS icon

Onyx Bridge Wealth Group’s First Trust Capital Strength ETF FTCS Stock Holding History

Onyx Bridge Wealth 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 		$1.56M Sell
16,656
-90
-0.5% -$8.41K 0.14% 123
2026
Q1 		$1.55M Buy
16,746
+58
+0.3% +$5.57K 0.17% 115
2025
Q4 		$1.54M Sell
16,688
-435
-3% -$40.2K 0.16% 108
2025
Q3 		$1.6M Sell
17,123
-934
-5% -$86.1K 0.17% 102
2025
Q2 		$1.64M Sell
18,057
-17
-0.1% -$1.51K 0.22% 80
2025
Q1 		$1.62M Sell
18,074
-1,048
-5% -$93.6K 0.23% 81
2024
Q4 		$1.68M Buy
19,122
+346
+2% +$31.5K 0.24% 75
2024
Q3 		$1.7M Sell
18,776
-509
-3% -$44.6K 0.26% 75
2024
Q2 		$1.62M Buy
19,285
+54
+0.3% +$4.51K 0.27% 70
2024
Q1 		$1.58M Sell
19,231
-950
-5% -$78.4K 0.28% 68
2023
Q4 		$1.62M Sell
20,181
-18,319
-48% -$1.39M 0.33% 53
2023
Q3 		$2.83M Sell
38,500
-11,229
-23% -$850K 0.66% 29
2023
Q2 		$3.73M Buy
49,729
+40,306
+428% +$2.95M 0.89% 27
2023
Q1 		$687K Buy
9,423
+1,498
+19% +$110K 0.27% 64
2022
Q4 		$602K Buy
7,925
+124
+2% +$9.15K 0.24% 62
2022
Q3 		$525K Buy
7,801
+268
+4% +$19.3K 0.24% 73
2022
Q2 		$538K Buy
7,533
+100
+1% +$7.35K 0.24% 58
2022
Q1 		$557K Sell
7,433
-294
-4% -$22.9K 0.21% 59
2021
Q4 		$648K Buy
7,727
+12
+0.2% +$963 0.22% 57
2021
Q3 		$602K Buy
+7,715
New +$601K 0.23% 56

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 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Onyx Bridge Wealth Group's FTCS Position: Q2 2026 in Review

Onyx Bridge Wealth Group reduced its First Trust Capital Strength ETF (FTCS) stake by 0.54% in Q2 2026, selling an estimated $8.41K and leaving 16,656 shares worth $1.56M. The position accounts for 0.14% of the portfolio, ranked #123.

Onyx Bridge Wealth Group first reported a position in FTCS in Q3 2021 and has held it in 20 quarters since. The position peaked at $3.73M in Q2 2023. 550 funds tracked by Wall St. Rank hold FTCS as of Q2 2026.

  • Onyx Bridge Wealth Group held 16,656 shares of First Trust Capital Strength ETF worth $1.56M as of Q2 2026.
  • Onyx Bridge Wealth Group sold 90 First Trust Capital Strength ETF shares in Q2 2026, an estimated $8.41K.
  • First Trust Capital Strength ETF made up 0.14% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #123 holding.
  • Onyx Bridge Wealth Group first reported a position in First Trust Capital Strength ETF in Q3 2021 and has held it in 20 quarters since.
  • Onyx Bridge Wealth Group's First Trust Capital Strength ETF position peaked at $3.73M in Q2 2023.
  • 550 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.