Peterson Wealth Services
FTCS icon

Peterson Wealth Services’s First Trust Capital Strength ETF FTCS Stock Holding History

Peterson Wealth Services’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
Q3 		$128K Sell
1,360
-255
-16% -$25.1K 0.03% 141
2026
Q2 		$152K Hold
1,615
– – 0.03% 141
2026
Q1 		$150K Hold
1,615
– – 0.04% 138
2025
Q4 		$149K Sell
1,615
-541
-25% -$50K 0.04% 128
2025
Q3 		$151K Buy
2,156
+541
+33% +$49.9K 0.04% 138
2025
Q2 		$147K Hold
1,615
– – 0.04% 131
2025
Q1 		$145K Hold
1,615
– – 0.04% 133
2024
Q4 		$142K Hold
1,615
– – 0.04% 133
2024
Q3 		$147K Buy
+1,615
New +$142K 0.05% 136
2023
Q2 		– Sell
-56,203
Closed -$4.1M – 92
2023
Q1 		$4.1M Buy
56,203
+2,730
+5% +$201K 2.11% 12
2022
Q4 		$4.01M Buy
53,473
+110
+0.2% +$8.12K 2.3% 11
2022
Q3 		$3.54M Sell
53,363
-15,101
-22% -$1.08M 2.51% 9
2022
Q2 		$4.79M Buy
68,464
+2,720
+4% +$200K 3.45% 4
2022
Q1 		$5.14M Buy
65,744
+5,730
+10% +$446K 3.16% 5
2021
Q4 		$5.07M Buy
+60,014
New +$4.82M 3.37% 5

Other funds holding FTCS

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Archer Investment Corporation
Archer Investment Corporation Carmel, Indiana $545M AUM 21.2% 1-Year Est. Return
IFG Advisory
IFG Advisory Atlanta, Georgia $3.01B AUM 18.54% 1-Year Est. Return

Peterson Wealth Services's FTCS Position: Q3 2026 in Review

Peterson Wealth Services reduced its First Trust Capital Strength ETF (FTCS) stake by 16% in Q3 2026, selling an estimated $25.1K and leaving 1,360 shares worth $128K. The position accounts for 0.03% of the portfolio, ranked #141.

Peterson Wealth Services first reported a position in FTCS in Q4 2021 and has held it in 15 quarters since. The position peaked at $5.14M in Q1 2022. 338 funds tracked by Wall St. Rank hold FTCS as of Q3 2026.

  • Peterson Wealth Services held 1,360 shares of First Trust Capital Strength ETF worth $128K as of Q3 2026.
  • Peterson Wealth Services sold 255 First Trust Capital Strength ETF shares in Q3 2026, an estimated $25.1K.
  • First Trust Capital Strength ETF made up 0.03% of Peterson Wealth Services's portfolio in Q3 2026, its #141 holding.
  • Peterson Wealth Services first reported a position in First Trust Capital Strength ETF in Q4 2021 and has held it in 15 quarters since.
  • Peterson Wealth Services's First Trust Capital Strength ETF position peaked at $5.14M in Q1 2022.
  • 338 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.