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TCFG Investment Advisors’s First Trust Capital Strength ETF FTCS Stock Holding History

TCFG Investment 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 		$2.85M Sell
30,328
-25
-0.1% -$2.34K 0.96% 21
2026
Q1 		$2.82M Buy
+30,353
New +$2.91M 1.05% 16

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 $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TCFG Investment Advisors's FTCS Position: Q2 2026 in Review

TCFG Investment Advisors reduced its First Trust Capital Strength ETF (FTCS) stake by 0.08% in Q2 2026, selling an estimated $2.34K and leaving 30,328 shares worth $2.85M. The position accounts for 0.96% of the portfolio, ranked #21.

TCFG Investment Advisors first reported a position in FTCS in Q1 2026 and has held it in 2 quarters since. 541 funds tracked by Wall St. Rank hold FTCS as of Q2 2026.

  • TCFG Investment Advisors held 30,328 shares of First Trust Capital Strength ETF worth $2.85M as of Q2 2026.
  • TCFG Investment Advisors sold 25 First Trust Capital Strength ETF shares in Q2 2026, an estimated $2.34K.
  • First Trust Capital Strength ETF made up 0.96% of TCFG Investment Advisors's portfolio in Q2 2026, its #21 holding.
  • TCFG Investment Advisors first reported a position in First Trust Capital Strength ETF in Q1 2026 and has held it in 2 quarters since.
  • 541 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2026.

Based on TCFG Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.