XML Financial’s First Trust Capital Strength ETF FTCS Stock Holding History

XML Financial’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	$203K	Buy	+2,163	New	+$202K	0.01%	435

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

XML Financial's FTCS Position: Q2 2026 in Review

XML Financial opened a new position in First Trust Capital Strength ETF (FTCS) in Q2 2026: 2,163 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #435 among its holdings.

544 funds tracked by Wall St. Rank hold FTCS as of Q2 2026.

XML Financial held 2,163 shares of First Trust Capital Strength ETF worth $203K as of Q2 2026.
First Trust Capital Strength ETF was a new XML Financial position in Q2 2026.
First Trust Capital Strength ETF made up 0.01% of XML Financial's portfolio in Q2 2026, its #435 holding.
544 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.