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

Simplicity Wealth’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	$486K	Buy	5,174 +10	+0.2%	+$934	0.02%	654
2026 Q1	$479K	Hold	5,164	–	–	0.03%	464
2025 Q4	$478K	Sell	5,164 -337	-6%	-$31.2K	0.03%	446
2025 Q3	$515K	Buy	+5,501	New	+$507K	0.03%	433
2025 Q2	–	Sell	-5,030	Closed	-$451K	–	620
2025 Q1	$451K	Sell	5,030 -3,030	-38%	-$271K	0.04%	360
2024 Q4	$708K	Buy	8,060 +861	+12%	+$78.4K	0.15%	125
2024 Q3	$654K	Sell	7,199 -421	-6%	-$36.9K	0.06%	254
2024 Q2	$640K	Sell	7,620 -1,147	-13%	-$95.8K	0.01%	657
2024 Q1	$751K	Buy	+8,767	New	+$723K	0.02%	601

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

Simplicity Wealth's FTCS Position: Q2 2026 in Review

Simplicity Wealth increased its First Trust Capital Strength ETF (FTCS) stake by 0.19% in Q2 2026, buying an estimated $934 and bringing the position to 5,174 shares worth $486K. The position accounts for 0.02% of the portfolio, ranked #654.

Simplicity Wealth first reported a position in FTCS in Q1 2024 and has held it in 9 quarters since. The position peaked at $751K in Q1 2024. 547 funds tracked by Wall St. Rank hold FTCS as of Q2 2026.

Simplicity Wealth held 5,174 shares of First Trust Capital Strength ETF worth $486K as of Q2 2026.
Simplicity Wealth bought 10 First Trust Capital Strength ETF shares in Q2 2026, an estimated $934.
First Trust Capital Strength ETF made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #654 holding.
Simplicity Wealth first reported a position in First Trust Capital Strength ETF in Q1 2024 and has held it in 9 quarters since.
Simplicity Wealth's First Trust Capital Strength ETF position peaked at $751K in Q1 2024.
547 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.