FPWM
FSCS

FSB Premier Wealth Management’s First Trust SMID Capital Strength ETF FSCS Stock Holding History

FSB Premier Wealth 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
2026
Q1 		$629K Sell
17,864
-449
-2% -$16.4K 0.2% 122
2025
Q4 		$655K Buy
18,313
+6
+0% +$215 0.21% 116
2025
Q3 		$672K Buy
18,307
+3
+0% +$110 0.22% 110
2025
Q2 		$654K Buy
18,304
+1
+0% +$35 0.23% 109
2025
Q1 		$632K Sell
18,303
-337
-2% -$12K 0.25% 108
2024
Q4 		$660K Buy
18,640
+1
+0% +$36 0.26% 95
2024
Q3 		$657K Buy
18,639
+1
+0% +$34 0.27% 96
2024
Q2 		$598K Buy
18,638
+3
+0% +$96 0.27% 87
2024
Q1 		$617K Sell
18,635
-1,036
-5% -$32.4K 0.29% 76
2023
Q4 		$613K Buy
19,671
+1
+0% +$28 0.31% 72
2023
Q3 		$543K Sell
19,670
-2,167
-10% -$62.4K 0.3% 76
2023
Q2 		$628K Sell
21,837
-33
-0.2% -$904 0.34% 64
2023
Q1 		$604K Sell
21,870
-3,086
-12% -$87.4K 0.34% 66
2022
Q4 		$676K Sell
24,956
-443
-2% -$11.9K 0.37% 56
2022
Q3 		$612K Sell
25,399
-18,669
-42% -$499K 0.36% 58
2022
Q2 		$1.12M Sell
44,068
-2,350
-5% -$64.7K 0.62% 40
2022
Q1 		$1.32M Sell
46,418
-89,575
-66% -$2.61M 0.66% 38
2021
Q4 		$4.13M Buy
135,993
+776
+0.6% +$23.1K 1.72% 17
2021
Q3 		$3.89M Sell
135,217
-8,086
-6% -$235K 1.95% 17
2021
Q2 		$4.15M Sell
143,303
-22,476
-14% -$652K 2.12% 17
2021
Q1 		$4.61M Sell
165,779
-6,788
-4% -$179K 2.48% 13
2020
Q4 		$4.21M Buy
+172,567
New +$3.86M 2.25% 14

Other funds holding FSCS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

FSB Premier Wealth Management's FSCS Position: Q1 2026 in Review

FSB Premier Wealth Management reduced its First Trust SMID Capital Strength ETF (FSCS) stake by 2.5% in Q1 2026, selling an estimated $16.4K and leaving 17,864 shares worth $629K. The position accounts for 0.2% of the portfolio, ranked #122.

FSB Premier Wealth Management first reported a position in FSCS in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.61M in Q1 2021. 31 funds tracked by Wall St. Rank hold FSCS as of Q1 2026.

  • FSB Premier Wealth Management held 17,864 shares of First Trust SMID Capital Strength ETF worth $629K as of Q1 2026.
  • FSB Premier Wealth Management sold 449 First Trust SMID Capital Strength ETF shares in Q1 2026, an estimated $16.4K.
  • First Trust SMID Capital Strength ETF made up 0.2% of FSB Premier Wealth Management's portfolio in Q1 2026, its #122 holding.
  • FSB Premier Wealth Management first reported a position in First Trust SMID Capital Strength ETF in Q4 2020 and has held it in 22 quarters since.
  • FSB Premier Wealth Management's First Trust SMID Capital Strength ETF position peaked at $4.61M in Q1 2021.
  • 31 funds tracked by Wall St. Rank held First Trust SMID Capital Strength ETF as of Q1 2026.

Based on FSB Premier Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.