Summit Investment Advisory Services’s First Trust Capital Strength ETF FTCS Stock Holding History

Summit Investment Advisory Services’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	$250K	Hold	2,665	–	–	0.06%	78
2026 Q1	$247K	Sell	2,665 -292	-10%	-$28K	0.09%	72
2025 Q4	$274K	Buy	2,957 +18	+0.6%	+$1.66K	0.1%	65
2025 Q3	$275K	Sell	2,939 -32	-1%	-$2.95K	0.11%	59
2025 Q2	$270K	Hold	2,971	–	–	0.12%	56
2025 Q1	$266K	Sell	2,971 -141	-5%	-$12.6K	0.13%	55
2024 Q4	$273K	Buy	3,112 +198	+7%	+$18K	0.14%	56
2024 Q3	$265K	Buy	+2,914	New	+$255K	0.14%	57
2024 Q2	–	Sell	-3,046	Closed	-$261K	–	59
2024 Q1	$261K	Buy	3,046 +2	+0.1%	+$165	0.15%	53
2023 Q4	$244K	Buy	3,044 +3	+0.1%	+$228	0.15%	52
2023 Q3	$224K	Buy	3,041 +1	+0%	+$76	0.17%	48
2023 Q2	$228K	Buy	3,040 +275	+10%	+$20.1K	0.15%	51
2023 Q1	$202K	Buy	+2,765	New	+$204K	0.14%	50

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

Summit Investment Advisory Services's FTCS Position: Q2 2026 in Review

Summit Investment Advisory Services held its First Trust Capital Strength ETF (FTCS) position steady in Q2 2026 at 2,665 shares worth $250K. The position accounts for 0.06% of the portfolio, ranked #78.

Summit Investment Advisory Services first reported a position in FTCS in Q1 2023 and has held it in 13 quarters since. The position peaked at $275K in Q3 2025. 547 funds tracked by Wall St. Rank hold FTCS as of Q2 2026.

Summit Investment Advisory Services held 2,665 shares of First Trust Capital Strength ETF worth $250K as of Q2 2026.
Summit Investment Advisory Services left its First Trust Capital Strength ETF share count unchanged in Q2 2026.
First Trust Capital Strength ETF made up 0.06% of Summit Investment Advisory Services's portfolio in Q2 2026, its #78 holding.
Summit Investment Advisory Services first reported a position in First Trust Capital Strength ETF in Q1 2023 and has held it in 13 quarters since.
Summit Investment Advisory Services's First Trust Capital Strength ETF position peaked at $275K in Q3 2025.
547 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2026.

Based on Summit Investment Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.