Pollock Investment Advisors’s First Trust Capital Strength ETF FTCS Stock Holding History

Pollock Investment 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 Q4	$33.5M	Sell	361,802 -10,199	-3%	-$943K	24.61%	2
2025 Q3	$34.8M	Sell	372,001 -16,843	-4%	-$1.55M	27.28%	2
2025 Q2	$35.3M	Sell	388,844 -133,620	-26%	-$11.9M	28.8%	2
2025 Q1	$46.8M	Sell	522,464 -28,474	-5%	-$2.54M	37.86%	1
2024 Q4	$48.4M	Buy	+550,938	New	+$50.1M	39.3%	1

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Pollock Investment Advisors's FTCS Position: Q4 2025 in Review

Pollock Investment Advisors reduced its First Trust Capital Strength ETF (FTCS) stake by 2.7% in Q4 2025, selling an estimated $943K and leaving 361,802 shares worth $33.5M. The position accounts for 24.61% of the portfolio, ranked #2.

Pollock Investment Advisors first reported a position in FTCS in Q4 2024 and has held it in 5 quarters since. The position peaked at $48.4M in Q4 2024. 542 funds tracked by Wall St. Rank hold FTCS as of Q4 2025.

Pollock Investment Advisors held 361,802 shares of First Trust Capital Strength ETF worth $33.5M as of Q4 2025.
Pollock Investment Advisors sold 10,199 First Trust Capital Strength ETF shares in Q4 2025, an estimated $943K.
First Trust Capital Strength ETF made up 24.61% of Pollock Investment Advisors's portfolio in Q4 2025, its #2 holding.
Pollock Investment Advisors first reported a position in First Trust Capital Strength ETF in Q4 2024 and has held it in 5 quarters since.
Pollock Investment Advisors's First Trust Capital Strength ETF position peaked at $48.4M in Q4 2024.
542 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q4 2025.

Based on Pollock Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.