AF
FSGS

Allworth Financial’s First Trust SMID Growth Strength ETF FSGS Stock Holding History

Allworth Financial’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
2024
Q2 		– Sell
-213
Closed -$6.15K – 3803
2024
Q1 		$6.15K Buy
+213
New +$5.98K ﹤0.01% 2320

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
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
PTC
Private Trust Company Cleveland, Ohio $1.12B AUM 21.35% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allworth Financial's FSGS Position: Q2 2024 in Review

Allworth Financial sold out of First Trust SMID Growth Strength ETF (FSGS) in Q2 2024, closing a stake of 213 shares — an estimated $6.15K sold.

Allworth Financial first reported a position in FSGS in Q1 2024 and held it in 1 quarter. The position peaked at $6.15K in Q1 2024. 14 funds tracked by Wall St. Rank hold FSGS as of Q2 2024.

  • Allworth Financial reported no remaining First Trust SMID Growth Strength ETF position as of Q2 2024 after selling out during the quarter.
  • Allworth Financial sold 213 First Trust SMID Growth Strength ETF shares in Q2 2024, an estimated $6.15K.
  • Allworth Financial first reported a position in First Trust SMID Growth Strength ETF in Q1 2024 and held it in 1 quarter.
  • Allworth Financial's First Trust SMID Growth Strength ETF position peaked at $6.15K in Q1 2024.
  • 14 funds tracked by Wall St. Rank held First Trust SMID Growth Strength ETF as of Q2 2024.

Based on Allworth Financial's 13F filing for Q2 2024, filed 24 Jul 2024.