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Clear Point Advisors’s First Trust Growth Strength ETF FTGS Stock Holding History

Clear Point 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
Q4 		– Sell
-100
Closed -$3.12K – 271
2024
Q3 		$3.12K Hold
100
– – ﹤0.01% 418
2024
Q2 		$3.05K Buy
+100
New +$3K ﹤0.01% 417

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Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Clear Point Advisors's FTGS Position: Q4 2024 in Review

Clear Point Advisors sold out of First Trust Growth Strength ETF (FTGS) in Q4 2024, closing a stake of 100 shares — an estimated $3.12K sold.

Clear Point Advisors first reported a position in FTGS in Q2 2024 and held it in 2 quarters. The position peaked at $3.12K in Q3 2024. 158 funds tracked by Wall St. Rank hold FTGS as of Q4 2024.

  • Clear Point Advisors reported no remaining First Trust Growth Strength ETF position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 100 First Trust Growth Strength ETF shares in Q4 2024, an estimated $3.12K.
  • Clear Point Advisors first reported a position in First Trust Growth Strength ETF in Q2 2024 and held it in 2 quarters.
  • Clear Point Advisors's First Trust Growth Strength ETF position peaked at $3.12K in Q3 2024.
  • 158 funds tracked by Wall St. Rank held First Trust Growth Strength ETF as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.