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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Peterson Wealth Services's FTCS Position: Q2 2026 in Review

Peterson Wealth Services held its First Trust Capital Strength ETF (FTCS) position steady in Q2 2026 at 1,615 shares worth $152K. 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 14 quarters since. The position peaked at $5.14M in Q1 2022. 550 funds tracked by Wall St. Rank hold FTCS as of Q2 2026.

Peterson Wealth Services held 1,615 shares of First Trust Capital Strength ETF worth $152K as of Q2 2026.
Peterson Wealth Services left its First Trust Capital Strength ETF share count unchanged in Q2 2026.
First Trust Capital Strength ETF made up 0.03% of Peterson Wealth Services's portfolio in Q2 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 14 quarters since.
Peterson Wealth Services's First Trust Capital Strength ETF position peaked at $5.14M in Q1 2022.
550 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.