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Triad Wealth Partners’s First Trust Capital Strength ETF FTCS Stock Holding History

Triad Wealth Partners’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 		– Sell
-2,620
Closed -$242K – 490
2025
Q4 		$242K Sell
2,620
-1,104
-30% -$102K 0.02% 428
2025
Q3 		$349K Buy
+3,724
New +$343K 0.05% 259

Other funds holding FTCS

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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 $374B AUM 17.66% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Triad Wealth Partners's FTCS Position: Q1 2026 in Review

Triad Wealth Partners sold out of First Trust Capital Strength ETF (FTCS) in Q1 2026, closing a stake of 2,620 shares — an estimated $242K sold.

Triad Wealth Partners first reported a position in FTCS in Q3 2025 and held it in 2 quarters. The position peaked at $349K in Q3 2025. 540 funds tracked by Wall St. Rank hold FTCS as of Q1 2026.

  • Triad Wealth Partners reported no remaining First Trust Capital Strength ETF position as of Q1 2026 after selling out during the quarter.
  • Triad Wealth Partners sold 2,620 First Trust Capital Strength ETF shares in Q1 2026, an estimated $242K.
  • Triad Wealth Partners first reported a position in First Trust Capital Strength ETF in Q3 2025 and held it in 2 quarters.
  • Triad Wealth Partners's First Trust Capital Strength ETF position peaked at $349K in Q3 2025.
  • 540 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.