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Wealthspire Advisors (New York)’s First Trust Capital Strength ETF FTCS Stock Holding History

Wealthspire Advisors (New York)’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
-67
Closed -$6.27K – 1721
2025
Q3 		$6.27K Buy
+67
New +$6.18K ﹤0.01% 2241

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealthspire Advisors (New York)'s FTCS Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of First Trust Capital Strength ETF (FTCS) in Q4 2025, closing a stake of 67 shares — an estimated $6.27K sold.

Wealthspire Advisors (New York) first reported a position in FTCS in Q3 2025 and held it in 1 quarter. The position peaked at $6.27K in Q3 2025. 541 funds tracked by Wall St. Rank hold FTCS as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining First Trust Capital Strength ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 67 First Trust Capital Strength ETF shares in Q4 2025, an estimated $6.27K.
  • Wealthspire Advisors (New York) first reported a position in First Trust Capital Strength ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s First Trust Capital Strength ETF position peaked at $6.27K in Q3 2025.
  • 541 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.