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Whitaker-Myers Wealth Managers’s First Trust Capital Strength ETF FTCS Stock Holding History

Whitaker-Myers Wealth Managers’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
Q3 		$1.06M Sell
11,308
-151
-1% -$14.8K 0.17% 68
2026
Q2 		$1.08M Sell
11,459
-211
-2% -$19.7K 0.18% 72
2026
Q1 		$1.08M Sell
11,670
-461
-4% -$44.2K 0.22% 69
2025
Q4 		$1.12M Sell
12,131
-232
-2% -$21.4K 0.23% 72
2025
Q3 		$1.16M Sell
12,363
-701
-5% -$64.6K 0.25% 50
2025
Q2 		$1.19M Sell
13,064
-2,237
-15% -$199K 0.3% 39
2025
Q1 		$1.37M Sell
15,301
-843
-5% -$75.3K 0.38% 31
2024
Q4 		$1.42M Sell
16,144
-348
-2% -$31.7K 0.41% 31
2024
Q3 		$1.5M Sell
16,492
-127
-0.8% -$11.1K 0.5% 29
2024
Q2 		$1.4M Sell
16,619
-1,407
-8% -$117K 0.52% 28
2024
Q1 		$1.54M Sell
18,026
-1,627
-8% -$134K 0.65% 26
2023
Q4 		$1.57M Sell
19,653
-1,270
-6% -$96.6K 0.78% 23
2023
Q3 		$1.54M Sell
20,923
-4,624
-18% -$350K 0.96% 19
2023
Q2 		$1.92M Sell
25,547
-1,107
-4% -$81.1K 1.28% 20
2023
Q1 		$1.94M Sell
26,654
-4,147
-13% -$306K 1.51% 17
2022
Q4 		$2.31M Buy
+30,801
New +$2.27M 2.21% 11

Other funds holding FTCS

PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
WWA
Wisconsin Wealth Advisors Sun Prairie, Wisconsin $119M AUM 24.32% 1-Year Est. Return
WIA
Wetzel Investment Advisors Indianapolis, Indiana $290M AUM 16.64% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Whitaker-Myers Wealth Managers's FTCS Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers reduced its First Trust Capital Strength ETF (FTCS) stake by 1.3% in Q3 2026, selling an estimated $14.8K and leaving 11,308 shares worth $1.06M. The position accounts for 0.17% of the portfolio, ranked #68.

Whitaker-Myers Wealth Managers first reported a position in FTCS in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.31M in Q4 2022. 47 funds tracked by Wall St. Rank hold FTCS as of Q3 2026.

  • Whitaker-Myers Wealth Managers held 11,308 shares of First Trust Capital Strength ETF worth $1.06M as of Q3 2026.
  • Whitaker-Myers Wealth Managers sold 151 First Trust Capital Strength ETF shares in Q3 2026, an estimated $14.8K.
  • First Trust Capital Strength ETF made up 0.17% of Whitaker-Myers Wealth Managers's portfolio in Q3 2026, its #68 holding.
  • Whitaker-Myers Wealth Managers first reported a position in First Trust Capital Strength ETF in Q4 2022 and has held it in 16 quarters since.
  • Whitaker-Myers Wealth Managers's First Trust Capital Strength ETF position peaked at $2.31M in Q4 2022.
  • 47 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.