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 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 $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Simplicity Wealth's FTCS Position: Q1 2026 in Review

Simplicity Wealth held its First Trust Capital Strength ETF (FTCS) position steady in Q1 2026 at 5,164 shares worth $479K. The position accounts for 0.03% of the portfolio, ranked #464.

Simplicity Wealth first reported a position in FTCS in Q1 2024 and has held it in 8 quarters since. The position peaked at $751K in Q1 2024. 540 funds tracked by Wall St. Rank hold FTCS as of Q1 2026.

Simplicity Wealth held 5,164 shares of First Trust Capital Strength ETF worth $479K as of Q1 2026.
Simplicity Wealth left its First Trust Capital Strength ETF share count unchanged in Q1 2026.
First Trust Capital Strength ETF made up 0.03% of Simplicity Wealth's portfolio in Q1 2026, its #464 holding.
Simplicity Wealth first reported a position in First Trust Capital Strength ETF in Q1 2024 and has held it in 8 quarters since.
Simplicity Wealth's First Trust Capital Strength ETF position peaked at $751K in Q1 2024.
540 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.