PFA
FTCS icon

Pinnacle Family Advisors’s First Trust Capital Strength ETF FTCS Stock Holding History

Pinnacle Family 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
2026
Q2 		$1.02M Sell
10,913
-19
-0.2% -$1.77K 0.43% 44
2026
Q1 		$1.01M Buy
10,932
+384
+4% +$36.8K 0.48% 43
2025
Q4 		$976K Buy
10,548
+117
+1% +$10.8K 0.43% 47
2025
Q3 		$977K Sell
10,431
-3,008
-22% -$277K 0.43% 40
2025
Q2 		$1.22M Buy
13,439
+375
+3% +$33.4K 0.59% 38
2025
Q1 		$1.17M Sell
13,064
-6,060
-32% -$541K 0.64% 38
2024
Q4 		$1.68M Sell
19,124
-8,242
-30% -$750K 0.81% 32
2024
Q3 		$2.48M Buy
27,366
+9,363
+52% +$821K 1.29% 23
2024
Q2 		$1.51M Sell
18,003
-113
-0.6% -$9.43K 0.84% 26
2024
Q1 		$1.55M Buy
18,116
+550
+3% +$45.4K 0.83% 25
2023
Q4 		$1.41M Buy
17,566
+758
+5% +$57.7K 0.83% 27
2023
Q3 		$1.24M Buy
16,808
+2,856
+20% +$216K 0.71% 23
2023
Q2 		$1.05M Buy
13,952
+2,149
+18% +$157K 0.57% 32
2023
Q1 		$861K Sell
11,803
-159
-1% -$11.7K 0.52% 41
2022
Q4 		$897K Sell
11,962
-155
-1% -$11.4K 0.64% 34
2022
Q3 		$805K Buy
12,117
+123
+1% +$8.84K 0.7% 31
2022
Q2 		$839K Buy
11,994
+1,808
+18% +$133K 0.69% 30
2022
Q1 		$797K Buy
10,186
+904
+10% +$70.3K 0.42% 42
2021
Q4 		$785K Sell
9,282
-528
-5% -$42.4K 0.36% 48
2021
Q3 		$734K Sell
9,810
-2,462
-20% -$192K 0.33% 54
2021
Q2 		$927K Sell
12,272
-5,945
-33% -$442K 0.4% 46
2021
Q1 		$1.29M Buy
18,217
+830
+5% +$56.5K 0.68% 36
2020
Q4 		$1.17M Buy
+17,387
New +$1.14M 0.72% 34

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

Pinnacle Family Advisors's FTCS Position: Q2 2026 in Review

Pinnacle Family Advisors reduced its First Trust Capital Strength ETF (FTCS) stake by 0.17% in Q2 2026, selling an estimated $1.77K and leaving 10,913 shares worth $1.02M. The position accounts for 0.43% of the portfolio, ranked #44.

Pinnacle Family Advisors first reported a position in FTCS in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.48M in Q3 2024. 548 funds tracked by Wall St. Rank hold FTCS as of Q2 2026.

  • Pinnacle Family Advisors held 10,913 shares of First Trust Capital Strength ETF worth $1.02M as of Q2 2026.
  • Pinnacle Family Advisors sold 19 First Trust Capital Strength ETF shares in Q2 2026, an estimated $1.77K.
  • First Trust Capital Strength ETF made up 0.43% of Pinnacle Family Advisors's portfolio in Q2 2026, its #44 holding.
  • Pinnacle Family Advisors first reported a position in First Trust Capital Strength ETF in Q4 2020 and has held it in 23 quarters since.
  • Pinnacle Family Advisors's First Trust Capital Strength ETF position peaked at $2.48M in Q3 2024.
  • 548 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2026.

Based on Pinnacle Family Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.