Tortoise Investment Management’s First Trust Capital Strength ETF FTCS Stock Holding History

Tortoise Investment Management’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
2025 Q4	–	Sell	-200	Closed	-$18.7K	–	687
2025 Q3	$18.7K	Hold	200	–	–	﹤0.01%	531
2025 Q2	$18.2K	Hold	200	–	–	﹤0.01%	523
2025 Q1	$17.9K	Hold	200	–	–	﹤0.01%	521
2024 Q4	$17.6K	Hold	200	–	–	﹤0.01%	566
2024 Q3	$18.2K	Hold	200	–	–	﹤0.01%	566
2024 Q2	$16.8K	Hold	200	–	–	﹤0.01%	559
2024 Q1	$17.1K	Hold	200	–	–	﹤0.01%	538
2023 Q4	$16K	Hold	200	–	–	﹤0.01%	504
2023 Q3	$14.7K	Buy	+200	New	+$15.1K	﹤0.01%	501

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Tortoise Investment Management's FTCS Position: Q4 2025 in Review

Tortoise Investment Management sold out of First Trust Capital Strength ETF (FTCS) in Q4 2025, closing a stake of 200 shares — an estimated $18.7K sold.

Tortoise Investment Management first reported a position in FTCS in Q3 2023 and held it in 9 quarters. The position peaked at $18.7K in Q3 2025. 542 funds tracked by Wall St. Rank hold FTCS as of Q4 2025.

Tortoise Investment Management reported no remaining First Trust Capital Strength ETF position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 200 First Trust Capital Strength ETF shares in Q4 2025, an estimated $18.7K.
Tortoise Investment Management first reported a position in First Trust Capital Strength ETF in Q3 2023 and held it in 9 quarters.
Tortoise Investment Management's First Trust Capital Strength ETF position peaked at $18.7K in Q3 2025.
542 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.