Plante Moran Financial Advisors’s First Trust Capital Strength ETF FTCS Stock Holding History

Plante Moran Financial 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	$70.2K	Hold	747	–	–	﹤0.01%	298
2026 Q1	$69.3K	Hold	747	–	–	﹤0.01%	276
2025 Q4	$69.1K	Hold	747	–	–	﹤0.01%	281
2025 Q3	$69.9K	Hold	747	–	–	﹤0.01%	289
2025 Q2	$67.9K	Hold	747	–	–	﹤0.01%	291
2025 Q1	$67K	Hold	747	–	–	0.01%	296
2024 Q4	$65.6K	Buy	747 +100	+15%	+$9.1K	0.01%	308
2024 Q3	$58.7K	Hold	647	–	–	0.01%	364
2024 Q2	$54.4K	Hold	647	–	–	0.01%	325
2024 Q1	$55.4K	Hold	647	–	–	0.01%	317
2023 Q4	$51.8K	Hold	647	–	–	0.01%	317
2023 Q3	$47.6K	Hold	647	–	–	0.01%	298
2023 Q2	$48.6K	Buy	+647	New	+$47.4K	0.01%	305
2022 Q4	–	Sell	-336	Closed	-$22K	–	904
2022 Q3	$22K	Hold	336	–	–	﹤0.01%	440
2022 Q2	$23K	Hold	336	–	–	﹤0.01%	438
2022 Q1	$26K	Hold	336	–	–	﹤0.01%	438
2021 Q4	$28K	Hold	336	–	–	﹤0.01%	480
2021 Q3	$25K	Sell	336 -359	-52%	-$28K	0.01%	511
2021 Q2	$53K	Buy	695 +359	+107%	+$26.7K	0.01%	357
2021 Q1	$24K	Hold	336	–	–	0.01%	511
2020 Q4	$23K	Hold	336	–	–	0.01%	502
2020 Q3	$21K	Hold	336	–	–	0.01%	485
2020 Q2	$20K	Buy	+336	New	+$18.8K	0.01%	427
2019 Q3	–	Sell	-164	Closed	-$9K	–	868
2019 Q2	$9K	Buy	+164	New	+$9.04K	﹤0.01%	577
2015 Q3	–	Sell	-325	Closed	-$12K	–	718
2015 Q2	$12K	Hold	325	–	–	0.01%	491
2015 Q1	$13K	Hold	325	–	–	0.01%	475
2014 Q4	$12K	Buy	+325	New	+$12K	0.01%	496

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

Plante Moran Financial Advisors's FTCS Position: Q2 2026 in Review

Plante Moran Financial Advisors held its First Trust Capital Strength ETF (FTCS) position steady in Q2 2026 at 747 shares worth $70.2K. The position accounts for ﹤0.01% of the portfolio, ranked #298.

Plante Moran Financial Advisors first reported a position in FTCS in Q4 2014 and has held it in 27 quarters since. 546 funds tracked by Wall St. Rank hold FTCS as of Q2 2026.

Plante Moran Financial Advisors held 747 shares of First Trust Capital Strength ETF worth $70.2K as of Q2 2026.
Plante Moran Financial Advisors left its First Trust Capital Strength ETF share count unchanged in Q2 2026.
First Trust Capital Strength ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #298 holding.
Plante Moran Financial Advisors first reported a position in First Trust Capital Strength ETF in Q4 2014 and has held it in 27 quarters since.
546 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.