AG
FSGS

Advisor Group’s First Trust SMID Growth Strength ETF FSGS Stock Holding History

Advisor Group’s Portfolio FSGS Stock Details FSGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$3K Sell
138
-11
-7% -$235 ﹤0.01% 4898
2019
Q3 		$3K Buy
+149
New +$3.06K ﹤0.01% 4883

Other funds holding FSGS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.54B AUM 37.12% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
VCP
Verus Capital Partners Scottsdale, Arizona $1.85B AUM 60.56% 1-Year Est. Return

Advisor Group's FSGS Position: Q4 2019 in Review

Advisor Group reduced its First Trust SMID Growth Strength ETF (FSGS) stake by 7.4% in Q4 2019, selling an estimated $235 and leaving 138 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #4898.

Advisor Group first reported a position in FSGS in Q3 2019 and has held it in 2 quarters since. 8 funds tracked by Wall St. Rank hold FSGS as of Q4 2019.

  • Advisor Group held 138 shares of First Trust SMID Growth Strength ETF worth $3K as of Q4 2019.
  • Advisor Group sold 11 First Trust SMID Growth Strength ETF shares in Q4 2019, an estimated $235.
  • First Trust SMID Growth Strength ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4898 holding.
  • Advisor Group first reported a position in First Trust SMID Growth Strength ETF in Q3 2019 and has held it in 2 quarters since.
  • 8 funds tracked by Wall St. Rank held First Trust SMID Growth Strength ETF as of Q4 2019.

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