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Patriot Financial Group Insurance Agency’s First Trust Capital Strength ETF FTCS Stock Holding History

Patriot Financial Group Insurance Agency’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
-3,614
Closed -$335K – 570
2026
Q1 		$335K Buy
+3,614
New +$347K 0.02% 542
2025
Q1 		– Sell
-2,300
Closed -$202K – 505
2024
Q4 		$202K Sell
2,300
-9,964
-81% -$907K 0.03% 445
2024
Q3 		$1.11M Buy
12,264
+63
+0.5% +$5.52K 0.15% 163
2024
Q2 		$1.03M Buy
12,201
+563
+5% +$47K 0.15% 151
2024
Q1 		$997K Buy
11,638
+2,263
+24% +$187K 0.16% 149
2023
Q4 		$750K Buy
+9,375
New +$713K 0.14% 171
2020
Q2 		– Sell
-120
Closed -$6K – 1713
2020
Q1 		$6K Sell
120
-40
-25% -$2.31K ﹤0.01% 1009
2019
Q4 		$10K Hold
160
– – ﹤0.01% 835
2019
Q3 		$9K Sell
160
-163
-50% -$9.28K ﹤0.01% 822
2019
Q2 		$18K Buy
323
+163
+102% +$8.98K 0.01% 677
2019
Q1 		$9K Hold
160
– – ﹤0.01% 727
2018
Q4 		$8K Hold
160
– – 0.01% 652
2018
Q3 		$9K Buy
+160
New +$8.59K 0.01% 644

Other funds holding FTCS

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Patriot Financial Group Insurance Agency's FTCS Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of First Trust Capital Strength ETF (FTCS) in Q2 2026, closing a stake of 3,614 shares — an estimated $335K sold.

Patriot Financial Group Insurance Agency first reported a position in FTCS in Q3 2018 and held it in 13 quarters. The position peaked at $1.11M in Q3 2024. 267 funds tracked by Wall St. Rank hold FTCS as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining First Trust Capital Strength ETF position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 3,614 First Trust Capital Strength ETF shares in Q2 2026, an estimated $335K.
  • Patriot Financial Group Insurance Agency first reported a position in First Trust Capital Strength ETF in Q3 2018 and held it in 13 quarters.
  • Patriot Financial Group Insurance Agency's First Trust Capital Strength ETF position peaked at $1.11M in Q3 2024.
  • 267 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.