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Peak Planning Group’s First Trust Capital Strength ETF FTCS Stock Holding History

Peak Planning 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 		$1.12M Sell
11,875
-1,365
-10% -$128K 0.25% 50
2026
Q1 		$1.23M Sell
13,240
-236
-2% -$22.6K 0.34% 41
2025
Q4 		$1.25M Buy
13,476
+2,787
+26% +$258K 0.35% 43
2025
Q3 		$1M Buy
10,689
+8
+0.1% +$738 0.52% 30
2025
Q2 		$971K Sell
10,681
-7,771
-42% -$692K 0.62% 29
2025
Q1 		$1.65M Buy
18,452
+14
+0.1% +$1.25K 0.7% 27
2024
Q4 		$1.62M Sell
18,438
-233
-1% -$21.2K 0.67% 26
2024
Q3 		$1.7M Sell
18,671
-102
-0.5% -$8.94K 0.74% 24
2024
Q2 		$1.58M Buy
18,773
+15,231
+430% +$1.27M 0.78% 25
2024
Q1 		$303K Sell
3,542
-73
-2% -$6.02K 0.19% 58
2023
Q4 		$289K Sell
3,615
-219
-6% -$16.7K 0.21% 60
2023
Q3 		$282K Sell
3,834
-112
-3% -$8.47K 0.22% 65
2023
Q2 		$296K Sell
3,946
-321
-8% -$23.5K 0.22% 68
2023
Q1 		$311K Buy
4,267
+359
+9% +$26.5K 0.25% 66
2022
Q4 		$293K Buy
3,908
+15
+0.4% +$1.11K 0.26% 69
2022
Q3 		$259K Buy
3,893
+22
+0.6% +$1.58K 0.24% 70
2022
Q2 		$271K Buy
+3,871
New +$285K 0.23% 63
2021
Q4 		$293K Sell
3,469
-11,504
-77% -$923K 0.22% 64
2021
Q3 		$1.12M Buy
+14,973
New +$1.17M 0.96% 21
2021
Q1 		$1.03M Buy
14,584
+8,021
+122% +$546K 1.01% 23
2020
Q4 		$443K Buy
6,563
+2,574
+65% +$168K 0.5% 41
2020
Q3 		$252K Buy
+3,989
New +$249K 0.35% 45

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

Peak Planning Group's FTCS Position: Q2 2026 in Review

Peak Planning Group reduced its First Trust Capital Strength ETF (FTCS) stake by 10% in Q2 2026, selling an estimated $128K and leaving 11,875 shares worth $1.12M. The position accounts for 0.25% of the portfolio, ranked #50.

Peak Planning Group first reported a position in FTCS in Q3 2020 and has held it in 22 quarters since. The position peaked at $1.7M in Q3 2024. 545 funds tracked by Wall St. Rank hold FTCS as of Q2 2026.

  • Peak Planning Group held 11,875 shares of First Trust Capital Strength ETF worth $1.12M as of Q2 2026.
  • Peak Planning Group sold 1,365 First Trust Capital Strength ETF shares in Q2 2026, an estimated $128K.
  • First Trust Capital Strength ETF made up 0.25% of Peak Planning Group's portfolio in Q2 2026, its #50 holding.
  • Peak Planning Group first reported a position in First Trust Capital Strength ETF in Q3 2020 and has held it in 22 quarters since.
  • Peak Planning Group's First Trust Capital Strength ETF position peaked at $1.7M in Q3 2024.
  • 545 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.