James T. Borello RIA’s First Trust Capital Strength ETF FTCS Stock Holding History

James T. Borello RIA’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	$122K	Buy	+1,299	New	+$128K	0.03%	154

Other funds holding FTCS

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

tru Independence Portland, Oregon $234M AUM 14.15% 1-Year Est. Return

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

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

BAWM

Bennett Associates Wealth Management Butler, Pennsylvania $165M AUM 14% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

James T. Borello RIA's FTCS Position: Q3 2026 in Review

James T. Borello RIA opened a new position in First Trust Capital Strength ETF (FTCS) in Q3 2026: 1,299 shares worth $122K. The stake represents 0.03% of the portfolio and ranks #154 among its holdings.

178 funds tracked by Wall St. Rank hold FTCS as of Q3 2026.

James T. Borello RIA held 1,299 shares of First Trust Capital Strength ETF worth $122K as of Q3 2026.
First Trust Capital Strength ETF was a new James T. Borello RIA position in Q3 2026.
First Trust Capital Strength ETF made up 0.03% of James T. Borello RIA's portfolio in Q3 2026, its #154 holding.
178 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.