Twin Peaks Wealth Advisors’s First Trust Capital Strength ETF FTCS Stock Holding History

Twin Peaks Wealth 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	$968K	Sell	10,306 -1,043	-9%	-$97.4K	0.22%	84
2026 Q1	$1.05M	Sell	11,349 -190	-2%	-$18.2K	0.27%	69
2025 Q4	$1.14M	Sell	11,539 -2,702	-19%	-$250K	0.33%	64
2025 Q3	$1.33M	Sell	14,241 -330	-2%	-$30.4K	0.46%	52
2025 Q2	$1.34M	Sell	14,571 -701	-5%	-$62.4K	0.44%	50
2025 Q1	$1.33M	Sell	15,272 -2,781	-15%	-$248K	0.61%	44
2024 Q4	$1.59M	Sell	18,053 -2,890	-14%	-$263K	0.67%	35
2024 Q3	$1.9M	Sell	20,943 -2,982	-12%	-$261K	0.88%	30
2024 Q2	$2.01M	Sell	23,925 -1,017	-4%	-$84.9K	1%	27
2024 Q1	$2.14M	Sell	24,942 -2,212	-8%	-$183K	1.19%	21
2023 Q4	$2.17M	Buy	+27,154	New	+$2.07M	1.39%	22

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

Twin Peaks Wealth Advisors's FTCS Position: Q2 2026 in Review

Twin Peaks Wealth Advisors reduced its First Trust Capital Strength ETF (FTCS) stake by 9.2% in Q2 2026, selling an estimated $97.4K and leaving 10,306 shares worth $968K. The position accounts for 0.22% of the portfolio, ranked #84.

Twin Peaks Wealth Advisors first reported a position in FTCS in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.17M in Q4 2023. 550 funds tracked by Wall St. Rank hold FTCS as of Q2 2026.

Twin Peaks Wealth Advisors held 10,306 shares of First Trust Capital Strength ETF worth $968K as of Q2 2026.
Twin Peaks Wealth Advisors sold 1,043 First Trust Capital Strength ETF shares in Q2 2026, an estimated $97.4K.
First Trust Capital Strength ETF made up 0.22% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #84 holding.
Twin Peaks Wealth Advisors first reported a position in First Trust Capital Strength ETF in Q4 2023 and has held it in 11 quarters since.
Twin Peaks Wealth Advisors's First Trust Capital Strength ETF position peaked at $2.17M in Q4 2023.
550 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.