Sequoia Financial Advisors’s First Trust Capital Strength ETF FTCS Stock Holding History

Sequoia Financial Advisors’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	$1.14M	Sell	12,163 -399	-3%	-$37.3K	0.01%	886
2026 Q1	$1.17M	Sell	12,562 -85	-0.7%	-$8.15K	0.01%	834
2025 Q4	$1.17M	Sell	12,647 -281	-2%	-$26K	0.01%	812
2025 Q3	$1.21M	Buy	12,928 +8,490	+191%	+$783K	0.01%	698
2025 Q2	$403K	Sell	4,438 -298	-6%	-$26.5K	﹤0.01%	1112
2025 Q1	$425K	Buy	4,736 +298	+7%	+$26.6K	﹤0.01%	919
2024 Q4	$390K	Buy	4,438 +23	+0.5%	+$2.09K	﹤0.01%	902
2024 Q3	$401K	Buy	+4,415	New	+$387K	﹤0.01%	836

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

Sequoia Financial Advisors's FTCS Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its First Trust Capital Strength ETF (FTCS) stake by 3.2% in Q2 2026, selling an estimated $37.3K and leaving 12,163 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #886.

Sequoia Financial Advisors first reported a position in FTCS in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.21M in Q3 2025. 545 funds tracked by Wall St. Rank hold FTCS as of Q2 2026.

Sequoia Financial Advisors held 12,163 shares of First Trust Capital Strength ETF worth $1.14M as of Q2 2026.
Sequoia Financial Advisors sold 399 First Trust Capital Strength ETF shares in Q2 2026, an estimated $37.3K.
First Trust Capital Strength ETF made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #886 holding.
Sequoia Financial Advisors first reported a position in First Trust Capital Strength ETF in Q3 2024 and has held it in 8 quarters since.
Sequoia Financial Advisors's First Trust Capital Strength ETF position peaked at $1.21M in Q3 2025.
545 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.