SageView Advisory Group’s First Trust Capital Strength ETF FTCS Stock Holding History

SageView Advisory Group’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	$404K	Buy	4,301 +5	+0.1%	+$467	0.01%	406
2026 Q1	$398K	Buy	4,296 +6	+0.1%	+$576	0.01%	399
2025 Q4	$397K	Sell	4,290 -646	-13%	-$59.7K	0.01%	408
2025 Q3	$462K	Buy	4,936 +5	+0.1%	+$461	0.02%	400
2025 Q2	$452K	Sell	4,931 -13	-0.3%	-$1.16K	0.02%	395
2025 Q1	$443K	Buy	4,944 +12	+0.2%	+$1.07K	0.02%	372
2024 Q4	$433K	Sell	4,932 -41	-0.8%	-$3.73K	0.02%	371
2024 Q3	$452K	Buy	4,973 +8	+0.2%	+$701	0.02%	321
2024 Q2	$417K	Buy	+4,965	New	+$415K	0.02%	367
2024 Q1	–	Sell	-5,204	Closed	-$424K	–	594
2023 Q4	$424K	Buy	+5,204	New	+$396K	0.02%	430
2023 Q3	–	Sell	-11,591	Closed	-$870K	–	531
2023 Q2	$870K	Buy	11,591 +1,584	+16%	+$116K	0.05%	248
2023 Q1	$730K	Buy	+10,007	New	+$738K	0.05%	254

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

SageView Advisory Group's FTCS Position: Q2 2026 in Review

SageView Advisory Group increased its First Trust Capital Strength ETF (FTCS) stake by 0.12% in Q2 2026, buying an estimated $467 and bringing the position to 4,301 shares worth $404K. The position accounts for 0.01% of the portfolio, ranked #406.

SageView Advisory Group first reported a position in FTCS in Q1 2023 and has held it in 12 quarters since. The position peaked at $870K in Q2 2023. 547 funds tracked by Wall St. Rank hold FTCS as of Q2 2026.

SageView Advisory Group held 4,301 shares of First Trust Capital Strength ETF worth $404K as of Q2 2026.
SageView Advisory Group bought 5 First Trust Capital Strength ETF shares in Q2 2026, an estimated $467.
First Trust Capital Strength ETF made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #406 holding.
SageView Advisory Group first reported a position in First Trust Capital Strength ETF in Q1 2023 and has held it in 12 quarters since.
SageView Advisory Group's First Trust Capital Strength ETF position peaked at $870K in Q2 2023.
547 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.