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 Q2	$5.01M	Buy	53,317 +1,168	+2%	+$109K	4.01%	7
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 $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

Stonehaven Wealth & Tax Solutions's FTCS Position: Q2 2026 in Review

Stonehaven Wealth & Tax Solutions increased its First Trust Capital Strength ETF (FTCS) stake by 2.2% in Q2 2026, buying an estimated $109K and bringing the position to 53,317 shares worth $5.01M. The position accounts for 4.01% of the portfolio, ranked #7.

Stonehaven Wealth & Tax Solutions first reported a position in FTCS in Q4 2024 and has held it in 7 quarters since. 547 funds tracked by Wall St. Rank hold FTCS as of Q2 2026.

Stonehaven Wealth & Tax Solutions held 53,317 shares of First Trust Capital Strength ETF worth $5.01M as of Q2 2026.
Stonehaven Wealth & Tax Solutions bought 1,168 First Trust Capital Strength ETF shares in Q2 2026, an estimated $109K.
First Trust Capital Strength ETF made up 4.01% of Stonehaven Wealth & Tax Solutions's portfolio in Q2 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 7 quarters since.
547 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.