Creative Planning
FTGS icon

Creative Planning’s First Trust Growth Strength ETF FTGS Stock Holding History

Creative Planning’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 		$203K Sell
5,490
-2,956
-35% -$107K ﹤0.01% 3866
2026
Q1 		$288K Buy
+8,446
New +$300K ﹤0.01% 3462

Other funds holding FTGS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
TAP
Tounjian Advisory Partners Fort Myers, Florida $234M AUM 22.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
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

Creative Planning's FTGS Position: Q2 2026 in Review

Creative Planning reduced its First Trust Growth Strength ETF (FTGS) stake by 35% in Q2 2026, selling an estimated $107K and leaving 5,490 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #3866.

Creative Planning first reported a position in FTGS in Q1 2026 and has held it in 2 quarters since. The position peaked at $288K in Q1 2026. 190 funds tracked by Wall St. Rank hold FTGS as of Q2 2026.

  • Creative Planning held 5,490 shares of First Trust Growth Strength ETF worth $203K as of Q2 2026.
  • Creative Planning sold 2,956 First Trust Growth Strength ETF shares in Q2 2026, an estimated $107K.
  • First Trust Growth Strength ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3866 holding.
  • Creative Planning first reported a position in First Trust Growth Strength ETF in Q1 2026 and has held it in 2 quarters since.
  • Creative Planning's First Trust Growth Strength ETF position peaked at $288K in Q1 2026.
  • 190 funds tracked by Wall St. Rank held First Trust Growth Strength ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.