Strategies Wealth Advisors’s First Trust Capital Strength ETF FTCS Stock Holding History

Strategies Wealth Advisors’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	$346K	Buy	3,684 +10	+0.3%	+$934	0.03%	147
2026 Q1	$341K	Buy	3,674 +11	+0.3%	+$1.05K	0.03%	129
2025 Q4	$339K	Sell	3,663 -540	-13%	-$49.9K	0.03%	128
2025 Q3	$394K	Buy	4,203 +9	+0.2%	+$830	0.04%	124
2025 Q2	$381K	Sell	4,194 -700	-14%	-$62.3K	0.04%	122
2025 Q1	$439K	Buy	4,894 +12	+0.2%	+$1.07K	0.05%	107
2024 Q4	$439K	Buy	4,882 +23	+0.5%	+$2.09K	0.05%	87
2024 Q3	$441K	Buy	4,859 +13	+0.3%	+$1.14K	0.06%	69
2024 Q2	$407K	Sell	4,846 -624	-11%	-$52.1K	0.06%	65
2024 Q1	$468K	Buy	+5,470	New	+$451K	0.07%	65

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 22.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Strategies Wealth Advisors's FTCS Position: Q2 2026 in Review

Strategies Wealth Advisors increased its First Trust Capital Strength ETF (FTCS) stake by 0.27% in Q2 2026, buying an estimated $934 and bringing the position to 3,684 shares worth $346K. The position accounts for 0.03% of the portfolio, ranked #147.

Strategies Wealth Advisors first reported a position in FTCS in Q1 2024 and has held it in 10 quarters since. The position peaked at $468K in Q1 2024. 550 funds tracked by Wall St. Rank hold FTCS as of Q2 2026.

Strategies Wealth Advisors held 3,684 shares of First Trust Capital Strength ETF worth $346K as of Q2 2026.
Strategies Wealth Advisors bought 10 First Trust Capital Strength ETF shares in Q2 2026, an estimated $934.
First Trust Capital Strength ETF made up 0.03% of Strategies Wealth Advisors's portfolio in Q2 2026, its #147 holding.
Strategies Wealth Advisors first reported a position in First Trust Capital Strength ETF in Q1 2024 and has held it in 10 quarters since.
Strategies Wealth Advisors's First Trust Capital Strength ETF position peaked at $468K in Q1 2024.
550 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.