AWM
FSGS

AE Wealth Management’s First Trust SMID Growth Strength ETF FSGS Stock Holding History

AE Wealth Management’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
2026
Q2 		– Sell
-763
Closed -$22.3K – 2805
2026
Q1 		$22.3K Buy
+763
New +$23.3K ﹤0.01% 2131

Other funds holding FSGS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TCTWM
Three Cord True Wealth Management Beaver, Pennsylvania $210M AUM 21.9% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $522M AUM 26.29% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
PTC
Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

AE Wealth Management's FSGS Position: Q2 2026 in Review

AE Wealth Management sold out of First Trust SMID Growth Strength ETF (FSGS) in Q2 2026, closing a stake of 763 shares — an estimated $22.3K sold.

AE Wealth Management first reported a position in FSGS in Q1 2026 and held it in 1 quarter. The position peaked at $22.3K in Q1 2026. 13 funds tracked by Wall St. Rank hold FSGS as of Q2 2026.

  • AE Wealth Management reported no remaining First Trust SMID Growth Strength ETF position as of Q2 2026 after selling out during the quarter.
  • AE Wealth Management sold 763 First Trust SMID Growth Strength ETF shares in Q2 2026, an estimated $22.3K.
  • AE Wealth Management first reported a position in First Trust SMID Growth Strength ETF in Q1 2026 and held it in 1 quarter.
  • AE Wealth Management's First Trust SMID Growth Strength ETF position peaked at $22.3K in Q1 2026.
  • 13 funds tracked by Wall St. Rank held First Trust SMID Growth Strength ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.