Ahrens Investment Partners’s First Trust SMID Capital Strength ETF FSCS Stock Holding History

Ahrens Investment Partners’s Portfolio FSCS Stock Details FSCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$90.4K	Buy	+3,273	New	+$92.6K	0.04%	229
2022 Q3	–	Sell	-9,739	Closed	-$247K	–	954
2022 Q2	$247K	Hold	9,739	–	–	0.11%	143
2022 Q1	$287K	Sell	9,739 -55	-0.6%	-$1.6K	0.09%	149
2021 Q4	$297K	Hold	9,794	–	–	0.13%	142
2021 Q3	$282K	Hold	9,794	–	–	0.13%	157
2021 Q2	$284K	Hold	9,794	–	–	0.13%	171
2021 Q1	$272K	Hold	9,794	–	–	0.14%	156
2020 Q4	$239K	Buy	+9,794	New	+$219K	0.13%	149
2020 Q1	–	Sell	-9,794	Closed	-$230K	–	175
2019 Q4	$230K	Hold	9,794	–	–	0.1%	142
2019 Q3	$218K	Hold	9,794	–	–	0.1%	143
2019 Q2	$216K	Sell	9,794 -364	-4%	-$7.92K	0.1%	135
2019 Q1	$216K	Buy	+10,158	New	+$212K	0.1%	135

Other funds holding FSCS

M1FG

Mach-1 Financial Group Rogers, Arkansas $258M AUM 22.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

FPWM

FSB Premier Wealth Management Waterloo, Iowa $319M AUM 15.64% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

AFO

Arrowroot Family Office Marina Del Rey, California $302M AUM 14.21% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

Ahrens Investment Partners's FSCS Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in First Trust SMID Capital Strength ETF (FSCS) in Q1 2023: 3,273 shares worth $90.4K. The stake represents 0.04% of the portfolio and ranks #229 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in FSCS as recently as Q2 2022.

Ahrens Investment Partners first reported a position in FSCS in Q1 2019 and has held it in 12 quarters since. The position peaked at $297K in Q4 2021. 19 funds tracked by Wall St. Rank hold FSCS as of Q1 2023.

Ahrens Investment Partners held 3,273 shares of First Trust SMID Capital Strength ETF worth $90.4K as of Q1 2023.
First Trust SMID Capital Strength ETF was a new Ahrens Investment Partners position in Q1 2023.
First Trust SMID Capital Strength ETF made up 0.04% of Ahrens Investment Partners's portfolio in Q1 2023, its #229 holding.
Ahrens Investment Partners first reported a position in First Trust SMID Capital Strength ETF in Q1 2019 and has held it in 12 quarters since.
Ahrens Investment Partners's First Trust SMID Capital Strength ETF position peaked at $297K in Q4 2021.
19 funds tracked by Wall St. Rank held First Trust SMID Capital Strength ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.