Advisor Group
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Advisor Group’s First Trust SMID Capital Strength ETF FSCS Stock Holding History

Advisor Group’s Portfolio FSCS Stock Details FSCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$4K Sell
161
-65
-29% -$1.48K ﹤0.01% 4788
2019
Q3 		$5K Buy
+226
New +$4.95K ﹤0.01% 4691

Other funds holding FSCS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Level Four Advisory Services
Level Four Advisory Services Dallas, Texas $3.54B AUM 37.12% 1-Year Est. Return
Mariner Independent Advisor Network
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
Independent Advisor Alliance
Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
Advisory Services Network
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Advisor Group's FSCS Position: Q4 2019 in Review

Advisor Group reduced its First Trust SMID Capital Strength ETF (FSCS) stake by 29% in Q4 2019, selling an estimated $1.48K and leaving 161 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #4788.

Advisor Group first reported a position in FSCS in Q3 2019 and has held it in 2 quarters since. The position peaked at $5K in Q3 2019. 15 funds tracked by Wall St. Rank hold FSCS as of Q4 2019.

  • Advisor Group held 161 shares of First Trust SMID Capital Strength ETF worth $4K as of Q4 2019.
  • Advisor Group sold 65 First Trust SMID Capital Strength ETF shares in Q4 2019, an estimated $1.48K.
  • First Trust SMID Capital Strength ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4788 holding.
  • Advisor Group first reported a position in First Trust SMID Capital Strength ETF in Q3 2019 and has held it in 2 quarters since.
  • Advisor Group's First Trust SMID Capital Strength ETF position peaked at $5K in Q3 2019.
  • 15 funds tracked by Wall St. Rank held First Trust SMID Capital Strength ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.