FSB Premier Wealth Management’s First Trust SMID Growth Strength ETF FSGS Stock Holding History

FSB Premier Wealth Management’s Portfolio FSGS Stock Details FSGS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-9,359	Closed	-$278K	–	530
2021 Q4	$278K	Buy	+9,359	New	+$276K	0.12%	111
2021 Q2	–	Sell	-79,493	Closed	-$2.25M	–	108
2021 Q1	$2.25M	Sell	79,493 -7,112	-8%	-$191K	1.21%	23
2020 Q4	$2.08M	Buy	+86,605	New	+$1.87M	1.11%	26

Other funds holding FSGS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AIC

Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AIP

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FSB Premier Wealth Management's FSGS Position: Q1 2022 in Review

FSB Premier Wealth Management sold out of First Trust SMID Growth Strength ETF (FSGS) in Q1 2022, closing a stake of 9,359 shares — an estimated $278K sold.

FSB Premier Wealth Management first reported a position in FSGS in Q4 2020 and held it in 3 quarters. The position peaked at $2.25M in Q1 2021. 14 funds tracked by Wall St. Rank hold FSGS as of Q1 2022.

FSB Premier Wealth Management reported no remaining First Trust SMID Growth Strength ETF position as of Q1 2022 after selling out during the quarter.
FSB Premier Wealth Management sold 9,359 First Trust SMID Growth Strength ETF shares in Q1 2022, an estimated $278K.
FSB Premier Wealth Management first reported a position in First Trust SMID Growth Strength ETF in Q4 2020 and held it in 3 quarters.
FSB Premier Wealth Management's First Trust SMID Growth Strength ETF position peaked at $2.25M in Q1 2021.
14 funds tracked by Wall St. Rank held First Trust SMID Growth Strength ETF as of Q1 2022.

Based on FSB Premier Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.