AFS
FSGS

Aft Forsyth & Sober’s First Trust SMID Growth Strength ETF FSGS Stock Holding History

Aft Forsyth & Sober’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
2025
Q2 		– Sell
-328,600
Closed -$11M – 73
2025
Q1 		$11M Buy
328,600
+77,000
+31% +$2.25M 3.84% 6
2024
Q4 		$9.02M Buy
+251,600
New +$7.73M 2.93% 7

Other funds holding FSGS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TCTWM
Three Cord True Wealth Management Beaver, Pennsylvania $180M AUM 19.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Aft Forsyth & Sober's FSGS Position: Q2 2025 in Review

Aft Forsyth & Sober sold out of First Trust SMID Growth Strength ETF (FSGS) in Q2 2025, closing a stake of 328,600 shares — an estimated $11M sold.

Aft Forsyth & Sober first reported a position in FSGS in Q4 2024 and held it in 2 quarters. The position peaked at $11M in Q1 2025. 16 funds tracked by Wall St. Rank hold FSGS as of Q2 2025.

  • Aft Forsyth & Sober reported no remaining First Trust SMID Growth Strength ETF position as of Q2 2025 after selling out during the quarter.
  • Aft Forsyth & Sober sold 328,600 First Trust SMID Growth Strength ETF shares in Q2 2025, an estimated $11M.
  • Aft Forsyth & Sober first reported a position in First Trust SMID Growth Strength ETF in Q4 2024 and held it in 2 quarters.
  • Aft Forsyth & Sober's First Trust SMID Growth Strength ETF position peaked at $11M in Q1 2025.
  • 16 funds tracked by Wall St. Rank held First Trust SMID Growth Strength ETF as of Q2 2025.

Based on Aft Forsyth & Sober's 13F filing for Q2 2025, filed 14 Aug 2025.