Beam Wealth Advisors’s First Trust Growth Strength ETF FTGS Stock Holding History

Beam 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
2026 Q2	$484K	Sell	13,067 -269	-2%	-$9.78K	0.11%	103
2026 Q1	$454K	Sell	13,336 -136	-1%	-$4.83K	0.11%	96
2025 Q4	$476K	Sell	13,472 -315	-2%	-$11.2K	0.13%	93
2025 Q3	$495K	Sell	13,787 -22	-0.2%	-$773	0.13%	95
2025 Q2	$472K	Buy	+13,809	New	+$434K	0.14%	96

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

Beam Wealth Advisors's FTGS Position: Q2 2026 in Review

Beam Wealth Advisors reduced its First Trust Growth Strength ETF (FTGS) stake by 2% in Q2 2026, selling an estimated $9.78K and leaving 13,067 shares worth $484K. The position accounts for 0.11% of the portfolio, ranked #103.

Beam Wealth Advisors first reported a position in FTGS in Q2 2025 and has held it in 5 quarters since. The position peaked at $495K in Q3 2025. 190 funds tracked by Wall St. Rank hold FTGS as of Q2 2026.

Beam Wealth Advisors held 13,067 shares of First Trust Growth Strength ETF worth $484K as of Q2 2026.
Beam Wealth Advisors sold 269 First Trust Growth Strength ETF shares in Q2 2026, an estimated $9.78K.
First Trust Growth Strength ETF made up 0.11% of Beam Wealth Advisors's portfolio in Q2 2026, its #103 holding.
Beam Wealth Advisors first reported a position in First Trust Growth Strength ETF in Q2 2025 and has held it in 5 quarters since.
Beam Wealth Advisors's First Trust Growth Strength ETF position peaked at $495K in Q3 2025.
190 funds tracked by Wall St. Rank held First Trust Growth Strength ETF as of Q2 2026.

Based on Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.