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

Panoramic 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 Q1	$591K	Sell	6,367 -146	-2%	-$14K	0.32%	69
2025 Q4	$603K	Sell	6,513 -77	-1%	-$7.12K	0.33%	65
2025 Q3	$617K	Sell	6,590 -130	-2%	-$12K	0.35%	58
2025 Q2	$611K	Sell	6,720 -90	-1%	-$8.01K	0.38%	56
2025 Q1	$610K	Sell	6,810 -390	-5%	-$34.8K	0.41%	56
2024 Q4	$632K	Sell	7,200 -895	-11%	-$81.5K	0.41%	55
2024 Q3	$735K	Buy	+8,095	New	+$709K	0.51%	47
2024 Q1	$715K	Sell	8,347 -436	-5%	-$36K	0.53%	47
2023 Q4	$703K	Sell	8,783 -2,711	-24%	-$206K	0.61%	45
2023 Q3	$846K	Buy	+11,494	New	+$870K	0.78%	36
2022 Q4	$1.31M	Buy	+17,452	New	+$1.29M	1.34%	18

Other funds holding FTCS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Panoramic Investment Advisors's FTCS Position: Q1 2026 in Review

Panoramic Investment Advisors reduced its First Trust Capital Strength ETF (FTCS) stake by 2.2% in Q1 2026, selling an estimated $14K and leaving 6,367 shares worth $591K. The position accounts for 0.32% of the portfolio, ranked #69.

Panoramic Investment Advisors first reported a position in FTCS in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.31M in Q4 2022. 540 funds tracked by Wall St. Rank hold FTCS as of Q1 2026.

Panoramic Investment Advisors held 6,367 shares of First Trust Capital Strength ETF worth $591K as of Q1 2026.
Panoramic Investment Advisors sold 146 First Trust Capital Strength ETF shares in Q1 2026, an estimated $14K.
First Trust Capital Strength ETF made up 0.32% of Panoramic Investment Advisors's portfolio in Q1 2026, its #69 holding.
Panoramic Investment Advisors first reported a position in First Trust Capital Strength ETF in Q4 2022 and has held it in 11 quarters since.
Panoramic Investment Advisors's First Trust Capital Strength ETF position peaked at $1.31M in Q4 2022.
540 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q1 2026.

Based on Panoramic Investment Advisors's 13F filing for Q1 2026, filed 7 May 2026.