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Guardian Wealth Advisors (North Carolina)’s First Trust Growth Strength ETF FTGS Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
2024
Q1 		– Sell
-369
Closed -$10K – 460
2023
Q4 		$10K Hold
369
– – ﹤0.01% 380
2023
Q3 		$8.77K Hold
369
– – ﹤0.01% 360
2023
Q2 		$8.66K Buy
+369
New +$8.16K ﹤0.01% 346

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SFP
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RA
RiverTree Advisors Winter Park, Florida $158M AUM 5.18% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
KAS
KPP Advisory Services Louisville, Kentucky $689M AUM 21.67% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WMA
West Michigan Advisors Holland, Michigan $455M AUM 29.42% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s FTGS Position: Q1 2024 in Review

Guardian Wealth Advisors (North Carolina) sold out of First Trust Growth Strength ETF (FTGS) in Q1 2024, closing a stake of 369 shares — an estimated $10K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in FTGS in Q2 2023 and held it in 3 quarters. The position peaked at $10K in Q4 2023. 64 funds tracked by Wall St. Rank hold FTGS as of Q1 2024.

  • Guardian Wealth Advisors (North Carolina) reported no remaining First Trust Growth Strength ETF position as of Q1 2024 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 369 First Trust Growth Strength ETF shares in Q1 2024, an estimated $10K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in First Trust Growth Strength ETF in Q2 2023 and held it in 3 quarters.
  • Guardian Wealth Advisors (North Carolina)'s First Trust Growth Strength ETF position peaked at $10K in Q4 2023.
  • 64 funds tracked by Wall St. Rank held First Trust Growth Strength ETF as of Q1 2024.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2024, filed 15 May 2024.