Root Financial Partners
FTCS icon

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
Q3 		$53.5K Buy
+570
New +$56K ﹤0.01% 1050
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

Other funds holding FTCS

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Root Financial Partners's FTCS Position: Q3 2026 in Review

Root Financial Partners opened a new position in First Trust Capital Strength ETF (FTCS) in Q3 2026: 570 shares worth $53.5K. The stake represents ﹤0.01% of the portfolio and ranks #1050 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FTCS as recently as Q1 2026.

Root Financial Partners first reported a position in FTCS in Q3 2025 and has held it in 4 quarters since. 491 funds tracked by Wall St. Rank hold FTCS as of Q3 2026.

  • Root Financial Partners held 570 shares of First Trust Capital Strength ETF worth $53.5K as of Q3 2026.
  • First Trust Capital Strength ETF was a new Root Financial Partners position in Q3 2026.
  • First Trust Capital Strength ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1050 holding.
  • Root Financial Partners first reported a position in First Trust Capital Strength ETF in Q3 2025 and has held it in 4 quarters since.
  • 491 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.