Atria Wealth Solutions’s First Trust SMID Growth Strength ETF FSGS Stock Holding History

Atria Wealth Solutions’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
2022 Q3	–	Sell	-8,527	Closed	-$213K	–	1867
2022 Q2	$213K	Buy	+8,527	New	+$230K	﹤0.01%	1424

Other funds holding FSGS

LPL Financial San Diego, California $377B AUM 19.32% 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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Atria Wealth Solutions's FSGS Position: Q3 2022 in Review

Atria Wealth Solutions sold out of First Trust SMID Growth Strength ETF (FSGS) in Q3 2022, closing a stake of 8,527 shares — an estimated $213K sold.

Atria Wealth Solutions first reported a position in FSGS in Q2 2022 and held it in 1 quarter. The position peaked at $213K in Q2 2022. 16 funds tracked by Wall St. Rank hold FSGS as of Q3 2022.

Atria Wealth Solutions reported no remaining First Trust SMID Growth Strength ETF position as of Q3 2022 after selling out during the quarter.
Atria Wealth Solutions sold 8,527 First Trust SMID Growth Strength ETF shares in Q3 2022, an estimated $213K.
Atria Wealth Solutions first reported a position in First Trust SMID Growth Strength ETF in Q2 2022 and held it in 1 quarter.
Atria Wealth Solutions's First Trust SMID Growth Strength ETF position peaked at $213K in Q2 2022.
16 funds tracked by Wall St. Rank held First Trust SMID Growth Strength ETF as of Q3 2022.

Based on Atria Wealth Solutions's 13F filing for Q3 2022, filed 14 Nov 2022.