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Pension & Wealth Management Advisors’s First Trust Capital Strength ETF FTCS Stock Holding History

Pension & Wealth Management 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
2025
Q3 		– Sell
-26
Closed -$2.41K – 552
2025
Q2 		$2.41K Hold
26
– – ﹤0.01% 426
2025
Q1 		$2.37K Buy
+26
New +$2.32K ﹤0.01% 412

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Pension & Wealth Management Advisors's FTCS Position: Q3 2025 in Review

Pension & Wealth Management Advisors sold out of First Trust Capital Strength ETF (FTCS) in Q3 2025, closing a stake of 26 shares — an estimated $2.41K sold.

Pension & Wealth Management Advisors first reported a position in FTCS in Q1 2025 and held it in 2 quarters. The position peaked at $2.41K in Q2 2025. 517 funds tracked by Wall St. Rank hold FTCS as of Q3 2025.

  • Pension & Wealth Management Advisors reported no remaining First Trust Capital Strength ETF position as of Q3 2025 after selling out during the quarter.
  • Pension & Wealth Management Advisors sold 26 First Trust Capital Strength ETF shares in Q3 2025, an estimated $2.41K.
  • Pension & Wealth Management Advisors first reported a position in First Trust Capital Strength ETF in Q1 2025 and held it in 2 quarters.
  • Pension & Wealth Management Advisors's First Trust Capital Strength ETF position peaked at $2.41K in Q2 2025.
  • 517 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q3 2025.

Based on Pension & Wealth Management Advisors's 13F filing for Q3 2025, filed 7 Aug 2026.