PEWA
FTCS icon

Pacific Excel Wealth Advisors’s First Trust Capital Strength ETF FTCS Stock Holding History

Pacific Excel Wealth 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 		– Sell
-10,225
Closed -$948K – 268
2026
Q1 		$948K Buy
10,225
+4,252
+71% +$408K 1% 32
2025
Q4 		$553K Buy
+5,973
New +$552K 1.04% 36

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

Pacific Excel Wealth Advisors's FTCS Position: Q2 2026 in Review

Pacific Excel Wealth Advisors sold out of First Trust Capital Strength ETF (FTCS) in Q2 2026, closing a stake of 10,225 shares — an estimated $948K sold.

Pacific Excel Wealth Advisors first reported a position in FTCS in Q4 2025 and held it in 2 quarters. The position peaked at $948K in Q1 2026. 545 funds tracked by Wall St. Rank hold FTCS as of Q2 2026.

  • Pacific Excel Wealth Advisors reported no remaining First Trust Capital Strength ETF position as of Q2 2026 after selling out during the quarter.
  • Pacific Excel Wealth Advisors sold 10,225 First Trust Capital Strength ETF shares in Q2 2026, an estimated $948K.
  • Pacific Excel Wealth Advisors first reported a position in First Trust Capital Strength ETF in Q4 2025 and held it in 2 quarters.
  • Pacific Excel Wealth Advisors's First Trust Capital Strength ETF position peaked at $948K in Q1 2026.
  • 545 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.