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Boyce & Associates Wealth Consulting’s First Trust Growth Strength ETF FTGS Stock Holding History

Boyce & Associates Wealth Consulting’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
Q2 		– Sell
-70,264
Closed -$2.09M – 73
2025
Q1 		$2.09M Buy
70,264
+9,316
+15% +$292K 2.09% 13
2024
Q4 		$1.91M Buy
60,948
+31,201
+105% +$1M 1.94% 12
2024
Q3 		$929K Buy
29,747
+9,626
+48% +$294K 0.97% 20
2024
Q2 		$614K Buy
+20,121
New +$603K 0.72% 30

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Boyce & Associates Wealth Consulting's FTGS Position: Q2 2025 in Review

Boyce & Associates Wealth Consulting sold out of First Trust Growth Strength ETF (FTGS) in Q2 2025, closing a stake of 70,264 shares — an estimated $2.09M sold.

Boyce & Associates Wealth Consulting first reported a position in FTGS in Q2 2024 and held it in 4 quarters. The position peaked at $2.09M in Q1 2025. 160 funds tracked by Wall St. Rank hold FTGS as of Q2 2025.

  • Boyce & Associates Wealth Consulting reported no remaining First Trust Growth Strength ETF position as of Q2 2025 after selling out during the quarter.
  • Boyce & Associates Wealth Consulting sold 70,264 First Trust Growth Strength ETF shares in Q2 2025, an estimated $2.09M.
  • Boyce & Associates Wealth Consulting first reported a position in First Trust Growth Strength ETF in Q2 2024 and held it in 4 quarters.
  • Boyce & Associates Wealth Consulting's First Trust Growth Strength ETF position peaked at $2.09M in Q1 2025.
  • 160 funds tracked by Wall St. Rank held First Trust Growth Strength ETF as of Q2 2025.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q2 2025, filed 15 Jul 2025.