AE Wealth Management
FSGS icon

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

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Private Advisor Group
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IAIM
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Global Retirement Partners
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Private Trust Company
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Osaic Holdings
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Harbour Investments
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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. 12 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.
  • 12 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.