AIP
FSGS

Ahrens Investment Partners’s First Trust SMID Growth Strength ETF FSGS Stock Holding History

Ahrens Investment Partners’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
2023
Q1 		$46.4K Buy
+1,747
New +$47.6K 0.02% 332
2022
Q3 		– Sell
-5,007
Closed -$125K – 956
2022
Q2 		$125K Sell
5,007
-75
-1% -$2.03K 0.06% 201
2022
Q1 		$147K Hold
5,082
– – 0.05% 219
2021
Q4 		$151K Buy
+5,082
New +$150K 0.07% 230

Other funds holding FSGS

M1FG
Mach-1 Financial Group Rogers, Arkansas $284M AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AFO
Arrowroot Family Office Marina Del Rey, California $302M AUM 14.21% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
IGWM
ICA Group Wealth Management Denver, Colorado $167M AUM 18.57% 1-Year Est. Return

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

Ahrens Investment Partners opened a new position in First Trust SMID Growth Strength ETF (FSGS) in Q1 2023: 1,747 shares worth $46.4K. The stake represents 0.02% of the portfolio and ranks #332 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in FSGS as recently as Q2 2022.

Ahrens Investment Partners first reported a position in FSGS in Q4 2021 and has held it in 4 quarters since. The position peaked at $151K in Q4 2021. 19 funds tracked by Wall St. Rank hold FSGS as of Q1 2023.

  • Ahrens Investment Partners held 1,747 shares of First Trust SMID Growth Strength ETF worth $46.4K as of Q1 2023.
  • First Trust SMID Growth Strength ETF was a new Ahrens Investment Partners position in Q1 2023.
  • First Trust SMID Growth Strength ETF made up 0.02% of Ahrens Investment Partners's portfolio in Q1 2023, its #332 holding.
  • Ahrens Investment Partners first reported a position in First Trust SMID Growth Strength ETF in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's First Trust SMID Growth Strength ETF position peaked at $151K in Q4 2021.
  • 19 funds tracked by Wall St. Rank held First Trust SMID Growth Strength ETF as of Q1 2023.

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