Stonehaven Wealth & Tax Solutions’s First Trust Capital Strength ETF FTCS Stock Holding History

Stonehaven Wealth & Tax Solutions’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	$4.84M	Buy	52,149 +2,373	+5%	+$228K	4.28%	7
2025 Q4	$4.6M	Buy	49,776 +2,792	+6%	+$258K	4.14%	7
2025 Q3	$4.4M	Buy	46,984 +569	+1%	+$52.5K	4.07%	7
2025 Q2	$4.22M	Buy	46,415 +1,095	+2%	+$97.5K	4.12%	7
2025 Q1	$4.06M	Buy	45,320 +13,669	+43%	+$1.22M	4.29%	7
2024 Q4	$2.78M	Buy	+31,651	New	+$2.88M	3.03%	8

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

Stonehaven Wealth & Tax Solutions's FTCS Position: Q1 2026 in Review

Stonehaven Wealth & Tax Solutions increased its First Trust Capital Strength ETF (FTCS) stake by 4.8% in Q1 2026, buying an estimated $228K and bringing the position to 52,149 shares worth $4.84M. The position accounts for 4.28% of the portfolio, ranked #7.

Stonehaven Wealth & Tax Solutions first reported a position in FTCS in Q4 2024 and has held it in 6 quarters since. 540 funds tracked by Wall St. Rank hold FTCS as of Q1 2026.

Stonehaven Wealth & Tax Solutions held 52,149 shares of First Trust Capital Strength ETF worth $4.84M as of Q1 2026.
Stonehaven Wealth & Tax Solutions bought 2,373 First Trust Capital Strength ETF shares in Q1 2026, an estimated $228K.
First Trust Capital Strength ETF made up 4.28% of Stonehaven Wealth & Tax Solutions's portfolio in Q1 2026, its #7 holding.
Stonehaven Wealth & Tax Solutions first reported a position in First Trust Capital Strength ETF in Q4 2024 and has held it in 6 quarters since.
540 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q1 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q1 2026, filed 15 May 2026.