FAIM
FSCS

Financial Advocates Investment Management’s First Trust SMID Capital Strength ETF FSCS Stock Holding History

Financial Advocates Investment Management’s Portfolio FSCS Stock Details FSCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-8,282
Closed -$229K – 786
2023
Q1 		$229K Sell
8,282
-1,323
-14% -$37.4K 0.02% 640
2022
Q4 		$260K Buy
9,605
+25
+0.3% +$672 0.02% 598
2022
Q3 		$231K Sell
9,580
-529
-5% -$14.1K 0.02% 622
2022
Q2 		$257K Sell
10,109
-3,602
-26% -$99.2K 0.02% 552
2022
Q1 		$404K Buy
13,711
+4
+0% +$117 0.03% 499
2021
Q4 		$416K Sell
13,707
-110
-0.8% -$3.28K 0.03% 535
2021
Q3 		$397K Buy
13,817
+18
+0.1% +$524 0.03% 535
2021
Q2 		$400K Sell
13,799
-1,148
-8% -$33.3K 0.03% 534
2021
Q1 		$415K Sell
14,947
-1,034
-6% -$27.2K 0.03% 529
2020
Q4 		$390K Buy
15,981
+50
+0.3% +$1.12K 0.03% 498
2020
Q3 		$312K Buy
15,931
+1,846
+13% +$37K 0.03% 470
2020
Q2 		$271K Buy
14,085
+105
+0.8% +$1.9K 0.03% 482
2020
Q1 		$221K Buy
+13,980
New +$294K 0.03% 418

Other funds holding FSCS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return
FPWM
FSB Premier Wealth Management Waterloo, Iowa $319M AUM 15.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Financial Advocates Investment Management's FSCS Position: Q2 2023 in Review

Financial Advocates Investment Management sold out of First Trust SMID Capital Strength ETF (FSCS) in Q2 2023, closing a stake of 8,282 shares — an estimated $229K sold.

Financial Advocates Investment Management first reported a position in FSCS in Q1 2020 and held it in 13 quarters. The position peaked at $416K in Q4 2021. 14 funds tracked by Wall St. Rank hold FSCS as of Q2 2023.

  • Financial Advocates Investment Management reported no remaining First Trust SMID Capital Strength ETF position as of Q2 2023 after selling out during the quarter.
  • Financial Advocates Investment Management sold 8,282 First Trust SMID Capital Strength ETF shares in Q2 2023, an estimated $229K.
  • Financial Advocates Investment Management first reported a position in First Trust SMID Capital Strength ETF in Q1 2020 and held it in 13 quarters.
  • Financial Advocates Investment Management's First Trust SMID Capital Strength ETF position peaked at $416K in Q4 2021.
  • 14 funds tracked by Wall St. Rank held First Trust SMID Capital Strength ETF as of Q2 2023.

Based on Financial Advocates Investment Management's 13F filing for Q2 2023, filed 7 Aug 2023.