AWM
FTGS icon

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

AE Wealth Management’s Portfolio FTGS Stock Details FTGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.27M Buy
96,118
+6,027
+7% +$214K 0.02% 510
2025
Q4 		$3.18M Buy
90,091
+842
+0.9% +$29.9K 0.02% 480
2025
Q3 		$3.2M Sell
89,249
-28,504
-24% -$1M 0.02% 447
2025
Q2 		$4.03M Sell
117,753
-56,912
-33% -$1.79M 0.03% 392
2025
Q1 		$5.2M Sell
174,665
-19,866
-10% -$624K 0.04% 337
2024
Q4 		$6.11M Buy
194,531
+40,237
+26% +$1.29M 0.05% 310
2024
Q3 		$4.82M Buy
154,294
+85,929
+126% +$2.63M 0.04% 341
2024
Q2 		$2.09M Buy
68,365
+35,799
+110% +$1.07M 0.02% 507
2024
Q1 		$1M Sell
32,566
-894,472
-96% -$25.7M 0.01% 651
2023
Q4 		$25.8M Buy
+927,038
New +$23.2M 0.13% 173

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Carson Wealth (CWM LLC)
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
M1FG
Mach-1 Financial Group Rogers, Arkansas $284M AUM 20.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return