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Sun Financial’s First Trust Capital Strength ETF FTCS Stock Holding History

Sun Financial’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 		$2.93M Buy
31,653
+271
+0.9% +$26K 1.47% 15
2025
Q4 		$2.9M Buy
+31,382
New +$2.9M 1.62% 13

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

Sun Financial's FTCS Position: Q1 2026 in Review

Sun Financial increased its First Trust Capital Strength ETF (FTCS) stake by 0.86% in Q1 2026, buying an estimated $26K and bringing the position to 31,653 shares worth $2.93M. The position accounts for 1.47% of the portfolio, ranked #15.

Sun Financial first reported a position in FTCS in Q4 2025 and has held it in 2 quarters since. 543 funds tracked by Wall St. Rank hold FTCS as of Q1 2026.

  • Sun Financial held 31,653 shares of First Trust Capital Strength ETF worth $2.93M as of Q1 2026.
  • Sun Financial bought 271 First Trust Capital Strength ETF shares in Q1 2026, an estimated $26K.
  • First Trust Capital Strength ETF made up 1.47% of Sun Financial's portfolio in Q1 2026, its #15 holding.
  • Sun Financial first reported a position in First Trust Capital Strength ETF in Q4 2025 and has held it in 2 quarters since.
  • 543 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q1 2026.

Based on Sun Financial's 13F filing for Q1 2026, filed 15 May 2026.