AFO
FSCS

Arrowroot Family Office’s First Trust SMID Capital Strength ETF FSCS Stock Holding History

Arrowroot Family Office’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
Q2 		– Sell
-10,123
Closed -$280K – 135
2023
Q1 		$280K Buy
+10,123
New +$287K 0.24% 98

Other funds holding FSCS

LPL Financial
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Arrowroot Family Office's FSCS Position: Q2 2023 in Review

Arrowroot Family Office sold out of First Trust SMID Capital Strength ETF (FSCS) in Q2 2023, closing a stake of 10,123 shares — an estimated $280K sold.

Arrowroot Family Office first reported a position in FSCS in Q1 2023 and held it in 1 quarter. The position peaked at $280K in Q1 2023. 14 funds tracked by Wall St. Rank hold FSCS as of Q2 2023.

  • Arrowroot Family Office reported no remaining First Trust SMID Capital Strength ETF position as of Q2 2023 after selling out during the quarter.
  • Arrowroot Family Office sold 10,123 First Trust SMID Capital Strength ETF shares in Q2 2023, an estimated $280K.
  • Arrowroot Family Office first reported a position in First Trust SMID Capital Strength ETF in Q1 2023 and held it in 1 quarter.
  • Arrowroot Family Office's First Trust SMID Capital Strength ETF position peaked at $280K in Q1 2023.
  • 14 funds tracked by Wall St. Rank held First Trust SMID Capital Strength ETF as of Q2 2023.

Based on Arrowroot Family Office's 13F filing for Q2 2023, filed 17 Apr 2024.