Avior Wealth Management’s First Trust Growth Strength ETF FTGS Stock Holding History

Avior Wealth Management’s Portfolio FTGS Stock Details FTGS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.58M	Sell	123,746 -58,852	-32%	-$2.14M	0.12%	152
2026 Q1	$6.22M	Buy	+182,598	New	+$6.48M	0.18%	116
2025 Q1	–	Sell	-1,110	Closed	-$34.9K	–	1328
2024 Q4	$34.9K	Hold	1,110	–	–	﹤0.01%	1262
2024 Q3	$34.7K	Buy	1,110 +110	+11%	+$3.36K	﹤0.01%	1250
2024 Q2	$30.5K	Hold	1,000	–	–	﹤0.01%	1251
2024 Q1	$30.7K	Buy	+1,000	New	+$28.8K	﹤0.01%	1429

Other funds holding FTGS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TAP

Tounjian Advisory Partners Fort Myers, Florida $234M AUM 22.4% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

ODFS

O'Donnell Financial Services San Rafael, California $340M AUM 23.31% 1-Year Est. Return

Avior Wealth Management's FTGS Position: Q2 2026 in Review

Avior Wealth Management reduced its First Trust Growth Strength ETF (FTGS) stake by 32% in Q2 2026, selling an estimated $2.14M and leaving 123,746 shares worth $4.58M. The position accounts for 0.12% of the portfolio, ranked #152.

Avior Wealth Management first reported a position in FTGS in Q1 2024 and has held it in 6 quarters since. The position peaked at $6.22M in Q1 2026. 189 funds tracked by Wall St. Rank hold FTGS as of Q2 2026.

Avior Wealth Management held 123,746 shares of First Trust Growth Strength ETF worth $4.58M as of Q2 2026.
Avior Wealth Management sold 58,852 First Trust Growth Strength ETF shares in Q2 2026, an estimated $2.14M.
First Trust Growth Strength ETF made up 0.12% of Avior Wealth Management's portfolio in Q2 2026, its #152 holding.
Avior Wealth Management first reported a position in First Trust Growth Strength ETF in Q1 2024 and has held it in 6 quarters since.
Avior Wealth Management's First Trust Growth Strength ETF position peaked at $6.22M in Q1 2026.
189 funds tracked by Wall St. Rank held First Trust Growth Strength ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.