Shelton Wealth Management’s First Trust Capital Strength ETF FTCS Stock Holding History

Shelton Wealth Management’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	$5.34M	Buy	56,883 +1,825	+3%	+$171K	2.1%	9
2026 Q1	$5.11M	Sell	55,058 -3,260	-6%	-$313K	2.23%	9
2025 Q4	$5.4M	Sell	58,318 -408	-0.7%	-$37.7K	2.31%	9
2025 Q3	$5.5M	Buy	58,726 +1,753	+3%	+$162K	2.49%	9
2025 Q2	$5.18M	Sell	56,973 -468	-0.8%	-$41.7K	2.49%	9
2025 Q1	$5.15M	Sell	57,441 -2,049	-3%	-$183K	2.8%	8
2024 Q4	$5.22M	Sell	59,490 -7,645	-11%	-$696K	2.7%	9
2024 Q3	$6.1M	Sell	67,135 -8,744	-12%	-$766K	3.31%	3
2024 Q2	$6.38M	Sell	75,879 -9,640	-11%	-$805K	3.62%	3
2024 Q1	$7.32M	Sell	85,519 -12,961	-13%	-$1.07M	4.61%	3
2023 Q4	$7.88M	Sell	98,480 -27,214	-22%	-$2.07M	5.6%	3
2023 Q3	$9.25M	Sell	125,694 -993	-0.8%	-$75.1K	7.4%	2
2023 Q2	$9.51M	Sell	126,687 -605	-0.5%	-$44.3K	7.37%	3
2023 Q1	$9.28M	Sell	127,292 -1,605	-1%	-$118K	7.53%	2
2022 Q4	$9.66M	Buy	128,897 +1,269	+1%	+$93.6K	7.63%	3
2022 Q3	$8.48M	Buy	127,628 +342	+0.3%	+$24.6K	7.55%	3
2022 Q2	$8.9M	Buy	127,286 +6,528	+5%	+$480K	7.56%	3
2022 Q1	$9.44M	Sell	120,758 -5,954	-5%	-$463K	7.45%	3
2021 Q4	$10.7M	Buy	+126,712	New	+$10.2M	8.43%	3

Other funds holding FTCS

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PWM

Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Shelton Wealth Management's FTCS Position: Q2 2026 in Review

Shelton Wealth Management increased its First Trust Capital Strength ETF (FTCS) stake by 3.3% in Q2 2026, buying an estimated $171K and bringing the position to 56,883 shares worth $5.34M. The position accounts for 2.1% of the portfolio, ranked #9.

Shelton Wealth Management first reported a position in FTCS in Q4 2021 and has held it in 19 quarters since. The position peaked at $10.7M in Q4 2021. 92 funds tracked by Wall St. Rank hold FTCS as of Q2 2026.

Shelton Wealth Management held 56,883 shares of First Trust Capital Strength ETF worth $5.34M as of Q2 2026.
Shelton Wealth Management bought 1,825 First Trust Capital Strength ETF shares in Q2 2026, an estimated $171K.
First Trust Capital Strength ETF made up 2.1% of Shelton Wealth Management's portfolio in Q2 2026, its #9 holding.
Shelton Wealth Management first reported a position in First Trust Capital Strength ETF in Q4 2021 and has held it in 19 quarters since.
Shelton Wealth Management's First Trust Capital Strength ETF position peaked at $10.7M in Q4 2021.
92 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2026.

Based on Shelton Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.