Sagespring Wealth Partners’s First Trust Capital Strength ETF FTCS Stock Holding History

Sagespring 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 Q1	–	Sell	-2,601	Closed	-$241K	–	812
2025 Q4	$241K	Sell	2,601 -5	-0.2%	-$462	﹤0.01%	695
2025 Q3	$244K	Buy	2,606 +71	+3%	+$6.55K	﹤0.01%	674
2025 Q2	$230K	Buy	2,535 +35	+1%	+$3.12K	0.01%	657
2025 Q1	$224K	Sell	2,500 -1,089	-30%	-$97.3K	0.01%	609
2024 Q4	$315K	Buy	+3,589	New	+$327K	0.01%	465

Other funds holding FTCS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Sagespring Wealth Partners's FTCS Position: Q1 2026 in Review

Sagespring Wealth Partners sold out of First Trust Capital Strength ETF (FTCS) in Q1 2026, closing a stake of 2,601 shares — an estimated $241K sold.

Sagespring Wealth Partners first reported a position in FTCS in Q4 2024 and held it in 5 quarters. The position peaked at $315K in Q4 2024. 543 funds tracked by Wall St. Rank hold FTCS as of Q1 2026.

Sagespring Wealth Partners reported no remaining First Trust Capital Strength ETF position as of Q1 2026 after selling out during the quarter.
Sagespring Wealth Partners sold 2,601 First Trust Capital Strength ETF shares in Q1 2026, an estimated $241K.
Sagespring Wealth Partners first reported a position in First Trust Capital Strength ETF in Q4 2024 and held it in 5 quarters.
Sagespring Wealth Partners's First Trust Capital Strength ETF position peaked at $315K in Q4 2024.
543 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.