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 Q2	$428K	Buy	4,556 +1	+0%	+$93	0.02%	278
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	$405K	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 $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

Principle Wealth Partners's FTCS Position: Q2 2026 in Review

Principle Wealth Partners increased its First Trust Capital Strength ETF (FTCS) stake by 0.02% in Q2 2026, buying an estimated $93 and bringing the position to 4,556 shares worth $428K. The position accounts for 0.02% of the portfolio, ranked #278.

Principle Wealth Partners first reported a position in FTCS in Q3 2019 and has held it in 28 quarters since. The position peaked at $862K in Q3 2020. 547 funds tracked by Wall St. Rank hold FTCS as of Q2 2026.

Principle Wealth Partners held 4,556 shares of First Trust Capital Strength ETF worth $428K as of Q2 2026.
Principle Wealth Partners bought 1 First Trust Capital Strength ETF share in Q2 2026, an estimated $93.
First Trust Capital Strength ETF made up 0.02% of Principle Wealth Partners's portfolio in Q2 2026, its #278 holding.
Principle Wealth Partners first reported a position in First Trust Capital Strength ETF in Q3 2019 and has held it in 28 quarters since.
Principle Wealth Partners's First Trust Capital Strength ETF position peaked at $862K in Q3 2020.
547 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.