SWMG
FTCS icon

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

Stillwater Wealth Management Group’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 		$960K Buy
10,351
+321
+3% +$30.8K 0.59% 43
2025
Q4 		$928K Sell
10,030
-7,120
-42% -$658K 0.63% 40
2025
Q3 		$1.61M Buy
+17,150
New +$1.58M 1.12% 32
2025
Q1 		$1.32M Buy
14,699
+9,295
+172% +$830K 1.14% 34
2024
Q4 		$475K Buy
+5,404
New +$492K 0.43% 47

Other funds holding FTCS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Stillwater Wealth Management Group's FTCS Position: Q1 2026 in Review

Stillwater Wealth Management Group increased its First Trust Capital Strength ETF (FTCS) stake by 3.2% in Q1 2026, buying an estimated $30.8K and bringing the position to 10,351 shares worth $960K. The position accounts for 0.59% of the portfolio, ranked #43.

Stillwater Wealth Management Group first reported a position in FTCS in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.61M in Q3 2025. 543 funds tracked by Wall St. Rank hold FTCS as of Q1 2026.

  • Stillwater Wealth Management Group held 10,351 shares of First Trust Capital Strength ETF worth $960K as of Q1 2026.
  • Stillwater Wealth Management Group bought 321 First Trust Capital Strength ETF shares in Q1 2026, an estimated $30.8K.
  • First Trust Capital Strength ETF made up 0.59% of Stillwater Wealth Management Group's portfolio in Q1 2026, its #43 holding.
  • Stillwater Wealth Management Group first reported a position in First Trust Capital Strength ETF in Q4 2024 and has held it in 5 quarters since.
  • Stillwater Wealth Management Group's First Trust Capital Strength ETF position peaked at $1.61M in Q3 2025.
  • 543 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q1 2026.

Based on Stillwater Wealth Management Group's 13F filing for Q1 2026, filed 11 May 2026.