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

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

AFG

ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 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. 56 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.
56 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.