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

Savvy Advisors Inc’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 		$1.04M Sell
11,201
-92
-0.8% -$8.83K 0.03% 416
2025
Q4 		$1.04M Sell
11,293
-555
-5% -$51.3K 0.03% 354
2025
Q3 		$1.11M Buy
11,848
+109
+0.9% +$10.1K 0.05% 248
2025
Q2 		$1.07M Sell
11,739
-553
-4% -$49.2K 0.07% 208
2025
Q1 		$1.1M Sell
12,292
-883
-7% -$78.9K 0.11% 152
2024
Q4 		$1.16M Buy
13,175
+411
+3% +$37.4K 0.14% 124
2024
Q3 		$1.16M Buy
12,764
+793
+7% +$69.5K 0.24% 83
2024
Q2 		$1.01M Buy
11,971
+249
+2% +$20.8K 0.33% 74
2024
Q1 		$1M Buy
11,722
+243
+2% +$20.1K 0.58% 39
2023
Q4 		$919K Buy
+11,479
New +$873K 0.89% 21

Other funds holding FTCS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Savvy Advisors Inc's FTCS Position: Q1 2026 in Review

Savvy Advisors Inc reduced its First Trust Capital Strength ETF (FTCS) stake by 0.81% in Q1 2026, selling an estimated $8.83K and leaving 11,201 shares worth $1.04M. The position accounts for 0.03% of the portfolio, ranked #416.

Savvy Advisors Inc first reported a position in FTCS in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.16M in Q3 2024. 540 funds tracked by Wall St. Rank hold FTCS as of Q1 2026.

  • Savvy Advisors Inc held 11,201 shares of First Trust Capital Strength ETF worth $1.04M as of Q1 2026.
  • Savvy Advisors Inc sold 92 First Trust Capital Strength ETF shares in Q1 2026, an estimated $8.83K.
  • First Trust Capital Strength ETF made up 0.03% of Savvy Advisors Inc's portfolio in Q1 2026, its #416 holding.
  • Savvy Advisors Inc first reported a position in First Trust Capital Strength ETF in Q4 2023 and has held it in 10 quarters since.
  • Savvy Advisors Inc's First Trust Capital Strength ETF position peaked at $1.16M in Q3 2024.
  • 540 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.