Richmond Investment Services’s First Trust Capital Strength ETF FTCS Stock Holding History

Richmond Investment Services’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	$1.19M	Sell	12,627 -13,097	-51%	-$1.22M	0.38%	41
2026 Q1	$2.39M	Sell	25,724 -696	-3%	-$66.8K	0.39%	44
2025 Q4	$2.44M	Buy	26,420 +176	+0.7%	+$16.3K	0.42%	40
2025 Q3	$2.46M	Sell	26,244 -4,499	-15%	-$415K	0.46%	38
2025 Q2	$2.79M	Buy	30,743 +13,614	+79%	+$1.21M	0.59%	31
2025 Q1	$1.54M	Sell	17,129 -466	-3%	-$41.6K	0.83%	23
2024 Q4	$1.55M	Buy	+17,595	New	+$1.6M	0.87%	25

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

Richmond Investment Services's FTCS Position: Q2 2026 in Review

Richmond Investment Services reduced its First Trust Capital Strength ETF (FTCS) stake by 51% in Q2 2026, selling an estimated $1.22M and leaving 12,627 shares worth $1.19M. The position accounts for 0.38% of the portfolio, ranked #41.

Richmond Investment Services first reported a position in FTCS in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.79M in Q2 2025. 548 funds tracked by Wall St. Rank hold FTCS as of Q2 2026.

Richmond Investment Services held 12,627 shares of First Trust Capital Strength ETF worth $1.19M as of Q2 2026.
Richmond Investment Services sold 13,097 First Trust Capital Strength ETF shares in Q2 2026, an estimated $1.22M.
First Trust Capital Strength ETF made up 0.38% of Richmond Investment Services's portfolio in Q2 2026, its #41 holding.
Richmond Investment Services first reported a position in First Trust Capital Strength ETF in Q4 2024 and has held it in 7 quarters since.
Richmond Investment Services's First Trust Capital Strength ETF position peaked at $2.79M in Q2 2025.
548 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.