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

RiverTree 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
2026
Q3 		$7.37M Sell
78,509
-284
-0.4% -$27.9K 4.39% 5
2026
Q2 		$7.4M Buy
78,793
+324
+0.4% +$30.3K 4.37% 3
2026
Q1 		$7.28M Sell
78,469
-142
-0.2% -$13.6K 4.61% 4
2025
Q4 		$7.27M Sell
78,611
-19
-0% -$1.76K 4.64% 6
2025
Q3 		$7.36M Sell
78,630
-194
-0.2% -$17.9K 4.72% 4
2025
Q2 		$7.16M Sell
78,824
-12,499
-14% -$1.11M 4.81% 5
2025
Q1 		$8.19M Sell
91,323
-424
-0.5% -$37.9K 5.48% 4
2024
Q4 		$8.06M Sell
91,747
-23,974
-21% -$2.18M 5.29% 5
2024
Q3 		$10.5M Sell
115,721
-9,267
-7% -$812K 7.13% 4
2024
Q2 		$10.5M Sell
124,988
-3,947
-3% -$330K 7.18% 3
2024
Q1 		$11M Buy
128,935
+7,386
+6% +$609K 7.41% 3
2023
Q4 		$9.7M Buy
121,549
+15,182
+14% +$1.16M 6.61% 5
2023
Q3 		$7.83M Buy
106,367
+3,035
+3% +$230K 5.83% 7
2023
Q2 		$7.76M Sell
103,332
-7,224
-7% -$529K 5.59% 10
2023
Q1 		$8.06M Sell
110,556
-148
-0.1% -$10.9K 5.8% 8
2022
Q4 		$8.3M Buy
110,704
+473
+0.4% +$34.9K 6.81% 5
2022
Q3 		$7.32M Sell
110,231
-2,761
-2% -$198K 5.99% 7
2022
Q2 		$7.9M Sell
112,992
-1,918
-2% -$141K 6.15% 6
2022
Q1 		$8.99M Buy
114,910
+19,856
+21% +$1.54M 6.05% 6
2021
Q4 		$8.04M Sell
95,054
-990
-1% -$79.4K 5.15% 7
2021
Q3 		$7.19M Sell
96,044
-361
-0.4% -$28.1K 4.9% 7
2021
Q2 		$7.28M Sell
96,405
-1,010
-1% -$75.1K 4.93% 6
2021
Q1 		$6.9M Sell
97,415
-6,088
-6% -$414K 4.84% 7
2020
Q4 		$6.99M Buy
+103,503
New +$6.77M 5.58% 6

Other funds holding FTCS

Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
TI
tru Independence Portland, Oregon $234M AUM 14.15% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SWM
Shelton Wealth Management Fort Worth, Texas $254M AUM 22.96% 1-Year Est. Return
PWM
Purus Wealth Management Newport Beach, California $366M AUM 31.29% 1-Year Est. Return

RiverTree Advisors's FTCS Position: Q3 2026 in Review

RiverTree Advisors reduced its First Trust Capital Strength ETF (FTCS) stake by 0.36% in Q3 2026, selling an estimated $27.9K and leaving 78,509 shares worth $7.37M. The position accounts for 4.39% of the portfolio, ranked #5.

RiverTree Advisors first reported a position in FTCS in Q4 2020 and has held it in 24 quarters since. The position peaked at $11M in Q1 2024. 104 funds tracked by Wall St. Rank hold FTCS as of Q3 2026.

  • RiverTree Advisors held 78,509 shares of First Trust Capital Strength ETF worth $7.37M as of Q3 2026.
  • RiverTree Advisors sold 284 First Trust Capital Strength ETF shares in Q3 2026, an estimated $27.9K.
  • First Trust Capital Strength ETF made up 4.39% of RiverTree Advisors's portfolio in Q3 2026, its #5 holding.
  • RiverTree Advisors first reported a position in First Trust Capital Strength ETF in Q4 2020 and has held it in 24 quarters since.
  • RiverTree Advisors's First Trust Capital Strength ETF position peaked at $11M in Q1 2024.
  • 104 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q3 2026.

Based on RiverTree Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.