CAWM
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Capital A Wealth Management’s First Trust Growth Strength ETF FTGS Stock Holding History

Capital A 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
2025
Q1 		– Sell
-100
Closed -$3.14K – 789
2024
Q4 		$3.14K Buy
+100
New +$3.21K 0.01% 433

Other funds holding FTGS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Capital A Wealth Management's FTGS Position: Q1 2025 in Review

Capital A Wealth Management sold out of First Trust Growth Strength ETF (FTGS) in Q1 2025, closing a stake of 100 shares — an estimated $3.14K sold.

Capital A Wealth Management first reported a position in FTGS in Q4 2024 and held it in 1 quarter. The position peaked at $3.14K in Q4 2024. 157 funds tracked by Wall St. Rank hold FTGS as of Q1 2025.

  • Capital A Wealth Management reported no remaining First Trust Growth Strength ETF position as of Q1 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 100 First Trust Growth Strength ETF shares in Q1 2025, an estimated $3.14K.
  • Capital A Wealth Management first reported a position in First Trust Growth Strength ETF in Q4 2024 and held it in 1 quarter.
  • Capital A Wealth Management's First Trust Growth Strength ETF position peaked at $3.14K in Q4 2024.
  • 157 funds tracked by Wall St. Rank held First Trust Growth Strength ETF as of Q1 2025.

Based on Capital A Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.