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B. Riley Wealth Advisors’s First Trust Growth Strength ETF FTGS Stock Holding History

B. Riley Wealth Advisors’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
2024
Q3 		– Sell
-8,460
Closed -$258K – 1325
2024
Q2 		$258K Buy
+8,460
New +$254K 0.01% 1097

Other funds holding FTGS

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LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

B. Riley Wealth Advisors's FTGS Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of First Trust Growth Strength ETF (FTGS) in Q3 2024, closing a stake of 8,460 shares — an estimated $258K sold.

B. Riley Wealth Advisors first reported a position in FTGS in Q2 2024 and held it in 1 quarter. The position peaked at $258K in Q2 2024. 130 funds tracked by Wall St. Rank hold FTGS as of Q3 2024.

  • B. Riley Wealth Advisors reported no remaining First Trust Growth Strength ETF position as of Q3 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 8,460 First Trust Growth Strength ETF shares in Q3 2024, an estimated $258K.
  • B. Riley Wealth Advisors first reported a position in First Trust Growth Strength ETF in Q2 2024 and held it in 1 quarter.
  • B. Riley Wealth Advisors's First Trust Growth Strength ETF position peaked at $258K in Q2 2024.
  • 130 funds tracked by Wall St. Rank held First Trust Growth Strength ETF as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.