FWM
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FLP Wealth Management’s First Trust Growth Strength ETF FTGS Stock Holding History

FLP 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
-1,392
Closed -$43.7K – 213
2024
Q4 		$43.7K Buy
+1,392
New +$44.7K 0.11% 115

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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

FLP Wealth Management's FTGS Position: Q1 2025 in Review

FLP Wealth Management sold out of First Trust Growth Strength ETF (FTGS) in Q1 2025, closing a stake of 1,392 shares — an estimated $43.7K sold.

FLP Wealth Management first reported a position in FTGS in Q4 2024 and held it in 1 quarter. The position peaked at $43.7K in Q4 2024. 157 funds tracked by Wall St. Rank hold FTGS as of Q1 2025.

  • FLP Wealth Management reported no remaining First Trust Growth Strength ETF position as of Q1 2025 after selling out during the quarter.
  • FLP Wealth Management sold 1,392 First Trust Growth Strength ETF shares in Q1 2025, an estimated $43.7K.
  • FLP Wealth Management first reported a position in First Trust Growth Strength ETF in Q4 2024 and held it in 1 quarter.
  • FLP Wealth Management's First Trust Growth Strength ETF position peaked at $43.7K in Q4 2024.
  • 157 funds tracked by Wall St. Rank held First Trust Growth Strength ETF as of Q1 2025.

Based on FLP Wealth Management's 13F filing for Q1 2025, filed 15 Jul 2025.