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

Spire 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 		$678K Buy
7,214
+1,481
+26% +$138K 0.02% 480
2026
Q1 		$532K Sell
5,733
-2,245
-28% -$215K 0.02% 527
2025
Q4 		$738K Buy
7,978
+1,528
+24% +$141K 0.02% 457
2025
Q3 		$604K Sell
6,450
-2,016
-24% -$186K 0.02% 484
2025
Q2 		$769K Buy
8,466
+38
+0.5% +$3.38K 0.03% 416
2025
Q1 		$756K Buy
+8,428
New +$753K 0.02% 466
2024
Q4 		– Sell
-9,600
Closed -$872K – 2469
2024
Q3 		$872K Sell
9,600
-591
-6% -$51.8K 0.03% 399
2024
Q2 		$856K Buy
10,191
+5,513
+118% +$460K 0.03% 377
2024
Q1 		$401K Sell
4,678
-18,676
-80% -$1.54M 0.01% 577
2023
Q4 		$1.89M Sell
23,354
-2,741
-11% -$209K 0.06% 252
2023
Q3 		$1.92M Sell
26,095
-4,119
-14% -$312K 0.07% 224
2023
Q2 		$2.27M Sell
30,214
-2,899
-9% -$212K 0.08% 220
2023
Q1 		$2.42M Buy
33,113
+22,467
+211% +$1.66M 0.09% 211
2022
Q4 		$798K Buy
10,646
+4,584
+76% +$338K 0.04% 269
2022
Q3 		$403K Sell
6,062
-23,252
-79% -$1.67M 0.02% 376
2022
Q2 		$2.05M Sell
29,314
-25,924
-47% -$1.91M 0.08% 210
2022
Q1 		$4.32M Buy
55,238
+3,861
+8% +$300K 0.12% 168
2021
Q4 		$4.34M Sell
51,377
-1,171
-2% -$94K 0.1% 190
2021
Q3 		$3.93M Buy
52,548
+748
+1% +$58.3K 0.1% 187
2021
Q2 		$3.91M Buy
51,800
+12,626
+32% +$939K 0.11% 189
2021
Q1 		$2.77M Buy
+39,174
New +$2.66M 0.07% 225

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
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWM
Shelton Wealth Management Fort Worth, Texas $255M AUM 34.47% 1-Year Est. Return

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

Spire Wealth Management increased its First Trust Capital Strength ETF (FTCS) stake by 26% in Q2 2026, buying an estimated $138K and bringing the position to 7,214 shares worth $678K. The position accounts for 0.02% of the portfolio, ranked #480.

Spire Wealth Management first reported a position in FTCS in Q1 2021 and has held it in 21 quarters since. The position peaked at $4.34M in Q4 2021. 99 funds tracked by Wall St. Rank hold FTCS as of Q2 2026.

  • Spire Wealth Management held 7,214 shares of First Trust Capital Strength ETF worth $678K as of Q2 2026.
  • Spire Wealth Management bought 1,481 First Trust Capital Strength ETF shares in Q2 2026, an estimated $138K.
  • First Trust Capital Strength ETF made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #480 holding.
  • Spire Wealth Management first reported a position in First Trust Capital Strength ETF in Q1 2021 and has held it in 21 quarters since.
  • Spire Wealth Management's First Trust Capital Strength ETF position peaked at $4.34M in Q4 2021.
  • 99 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.