Barry Investment Advisors’s First Trust Growth Strength ETF FTGS Stock Holding History

Barry Investment 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
2025 Q3	–	Sell	-17,873	Closed	-$611K	–	109
2025 Q2	$611K	Buy	17,873 +119	+0.7%	+$3.74K	0.15%	62
2025 Q1	$528K	Sell	17,754 -180	-1%	-$5.65K	0.14%	67
2024 Q4	$563K	Buy	17,934 +751	+4%	+$24.1K	0.18%	63
2024 Q3	$536K	Buy	17,183 +1,943	+13%	+$59.4K	0.16%	66
2024 Q2	$465K	Buy	15,240 +5,697	+60%	+$171K	0.16%	73
2024 Q1	$293K	Buy	+9,543	New	+$274K	0.1%	91

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Barry Investment Advisors's FTGS Position: Q3 2025 in Review

Barry Investment Advisors sold out of First Trust Growth Strength ETF (FTGS) in Q3 2025, closing a stake of 17,873 shares — an estimated $611K sold.

Barry Investment Advisors first reported a position in FTGS in Q1 2024 and held it in 6 quarters. The position peaked at $611K in Q2 2025. 170 funds tracked by Wall St. Rank hold FTGS as of Q3 2025.

Barry Investment Advisors reported no remaining First Trust Growth Strength ETF position as of Q3 2025 after selling out during the quarter.
Barry Investment Advisors sold 17,873 First Trust Growth Strength ETF shares in Q3 2025, an estimated $611K.
Barry Investment Advisors first reported a position in First Trust Growth Strength ETF in Q1 2024 and held it in 6 quarters.
Barry Investment Advisors's First Trust Growth Strength ETF position peaked at $611K in Q2 2025.
170 funds tracked by Wall St. Rank held First Trust Growth Strength ETF as of Q3 2025.

Based on Barry Investment Advisors's 13F filing for Q3 2025, filed 22 Oct 2025.