Principle Wealth Partners’s First Trust Capital Strength ETF FTCS Stock Holding History

Principle Wealth Partners’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 Q1	$423K	Hold	4,555	–	–	0.02%	267
2025 Q4	$421K	Buy	4,555 +1	+0%	+$92	0.02%	266
2025 Q3	$426K	Hold	4,554	–	–	0.02%	257
2025 Q2	$414K	Sell	4,554 -600	-12%	-$53.4K	0.03%	254
2025 Q1	$462K	Hold	5,154	–	–	0.03%	236
2024 Q4	$453K	Hold	5,154	–	–	0.03%	230
2024 Q3	$468K	Hold	5,154	–	–	0.03%	234
2024 Q2	$433K	Hold	5,154	–	–	0.03%	236
2024 Q1	$441K	Hold	5,154	–	–	0.03%	235
2023 Q4	$413K	Hold	5,154	–	–	0.04%	230
2023 Q3	$379K	Hold	5,154	–	–	0.04%	229
2023 Q2	$387K	Hold	5,154	–	–	0.04%	229
2023 Q1	$376K	Sell	5,154 -944	-15%	-$69.6K	0.04%	223
2022 Q4	$457K	Hold	6,098	–	–	0.05%	204
2022 Q3	$405	Buy	6,098 +171	+3%	+$12.3K	0.04%	205
2022 Q2	$414K	Buy	5,927 +640	+12%	+$47.1K	0.05%	210
2022 Q1	$413K	Buy	5,287 +33	+0.6%	+$2.57K	0.04%	220
2021 Q4	$444K	Hold	5,254	–	–	0.05%	218
2021 Q3	$393K	Sell	5,254 -1,500	-22%	-$117K	0.05%	221
2021 Q2	$510K	Sell	6,754 -2,416	-26%	-$180K	0.06%	196
2021 Q1	$649K	Sell	9,170 -3,400	-27%	-$231K	0.08%	165
2020 Q4	$848K	Sell	12,570 -1,050	-8%	-$68.6K	0.11%	129
2020 Q3	$862K	Hold	13,620	–	–	0.24%	56
2020 Q2	$796K	Hold	13,620	–	–	0.23%	60
2020 Q1	$677K	Buy	13,620 +7,816	+135%	+$451K	0.25%	60
2019 Q4	$350K	Hold	5,804	–	–	0.11%	119
2019 Q3	$330K	Buy	+5,804	New	+$330K	0.11%	118

Other funds holding FTCS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Principle Wealth Partners's FTCS Position: Q1 2026 in Review

Principle Wealth Partners held its First Trust Capital Strength ETF (FTCS) position steady in Q1 2026 at 4,555 shares worth $423K. The position accounts for 0.02% of the portfolio, ranked #267.

Principle Wealth Partners first reported a position in FTCS in Q3 2019 and has held it in 27 quarters since. The position peaked at $862K in Q3 2020. 540 funds tracked by Wall St. Rank hold FTCS as of Q1 2026.

Principle Wealth Partners held 4,555 shares of First Trust Capital Strength ETF worth $423K as of Q1 2026.
Principle Wealth Partners left its First Trust Capital Strength ETF share count unchanged in Q1 2026.
First Trust Capital Strength ETF made up 0.02% of Principle Wealth Partners's portfolio in Q1 2026, its #267 holding.
Principle Wealth Partners first reported a position in First Trust Capital Strength ETF in Q3 2019 and has held it in 27 quarters since.
Principle Wealth Partners's First Trust Capital Strength ETF position peaked at $862K in Q3 2020.
540 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.