Arrowroot Family Office’s First Trust SMID Growth Strength ETF FSGS Stock Holding History

Arrowroot Family Office’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 Q2	–	Sell	-10,466	Closed	-$278K	–	136
2023 Q1	$278K	Buy	+10,466	New	+$285K	0.24%	99

Other funds holding FSGS

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

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

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IGWM

ICA Group Wealth Management Denver, Colorado $167M AUM 18.57% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 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

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

Arrowroot Family Office sold out of First Trust SMID Growth Strength ETF (FSGS) in Q2 2023, closing a stake of 10,466 shares — an estimated $278K sold.

Arrowroot Family Office first reported a position in FSGS in Q1 2023 and held it in 1 quarter. The position peaked at $278K in Q1 2023. 15 funds tracked by Wall St. Rank hold FSGS as of Q2 2023.

Arrowroot Family Office reported no remaining First Trust SMID Growth Strength ETF position as of Q2 2023 after selling out during the quarter.
Arrowroot Family Office sold 10,466 First Trust SMID Growth Strength ETF shares in Q2 2023, an estimated $278K.
Arrowroot Family Office first reported a position in First Trust SMID Growth Strength ETF in Q1 2023 and held it in 1 quarter.
Arrowroot Family Office's First Trust SMID Growth Strength ETF position peaked at $278K in Q1 2023.
15 funds tracked by Wall St. Rank held First Trust SMID Growth Strength ETF as of Q2 2023.

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