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Root Financial Partners’s First Trust Capital Strength ETF FTCS Stock Holding History

Root Financial 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 		– Sell
-400
Closed -$37.1K – 1452
2026
Q1 		$37.1K Hold
400
– – ﹤0.01% 1011
2025
Q4 		$37K Hold
400
– – ﹤0.01% 841
2025
Q3 		$37.5K Buy
+400
New +$36.9K ﹤0.01% 790

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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Root Financial Partners's FTCS Position: Q2 2026 in Review

Root Financial Partners sold out of First Trust Capital Strength ETF (FTCS) in Q2 2026, closing a stake of 400 shares — an estimated $37.1K sold.

Root Financial Partners first reported a position in FTCS in Q3 2025 and held it in 3 quarters. The position peaked at $37.5K in Q3 2025. 549 funds tracked by Wall St. Rank hold FTCS as of Q2 2026.

  • Root Financial Partners reported no remaining First Trust Capital Strength ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 400 First Trust Capital Strength ETF shares in Q2 2026, an estimated $37.1K.
  • Root Financial Partners first reported a position in First Trust Capital Strength ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's First Trust Capital Strength ETF position peaked at $37.5K in Q3 2025.
  • 549 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.