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

Concurrent 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
2026 Q2	$1.45M	Buy	39,071 +2,778	+8%	+$101K	0.01%	841
2026 Q1	$1.24M	Buy	36,293 +2,070	+6%	+$73.5K	0.01%	799
2025 Q4	$1.21M	Buy	34,223 +27,864	+438%	+$990K	0.01%	745
2025 Q3	$228K	Buy	+6,359	New	+$223K	﹤0.01%	1285

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

Concurrent Investment Advisors's FTGS Position: Q2 2026 in Review

Concurrent Investment Advisors increased its First Trust Growth Strength ETF (FTGS) stake by 7.7% in Q2 2026, buying an estimated $101K and bringing the position to 39,071 shares worth $1.45M. The position accounts for 0.01% of the portfolio, ranked #841.

Concurrent Investment Advisors first reported a position in FTGS in Q3 2025 and has held it in 4 quarters since. 190 funds tracked by Wall St. Rank hold FTGS as of Q2 2026.

Concurrent Investment Advisors held 39,071 shares of First Trust Growth Strength ETF worth $1.45M as of Q2 2026.
Concurrent Investment Advisors bought 2,778 First Trust Growth Strength ETF shares in Q2 2026, an estimated $101K.
First Trust Growth Strength ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #841 holding.
Concurrent Investment Advisors first reported a position in First Trust Growth Strength ETF in Q3 2025 and has held it in 4 quarters since.
190 funds tracked by Wall St. Rank held First Trust Growth Strength ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.