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Post Resch Tallon Group’s First Trust Capital Strength ETF FTCS Stock Holding History

Post Resch Tallon Group’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
Q2 		– Sell
-2,514
Closed -$224K – 104
2025
Q1 		$224K Sell
2,514
-749
-23% -$66.9K 0.23% 79
2024
Q4 		$285K Buy
+3,263
New +$297K 0.27% 64

Other funds holding FTCS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Post Resch Tallon Group's FTCS Position: Q2 2025 in Review

Post Resch Tallon Group sold out of First Trust Capital Strength ETF (FTCS) in Q2 2025, closing a stake of 2,514 shares — an estimated $224K sold.

Post Resch Tallon Group first reported a position in FTCS in Q4 2024 and held it in 2 quarters. The position peaked at $285K in Q4 2024. 527 funds tracked by Wall St. Rank hold FTCS as of Q2 2025.

  • Post Resch Tallon Group reported no remaining First Trust Capital Strength ETF position as of Q2 2025 after selling out during the quarter.
  • Post Resch Tallon Group sold 2,514 First Trust Capital Strength ETF shares in Q2 2025, an estimated $224K.
  • Post Resch Tallon Group first reported a position in First Trust Capital Strength ETF in Q4 2024 and held it in 2 quarters.
  • Post Resch Tallon Group's First Trust Capital Strength ETF position peaked at $285K in Q4 2024.
  • 527 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2025.

Based on Post Resch Tallon Group's 13F filing for Q2 2025, filed 9 Jul 2025.