HA
FTGS icon

Herold Advisors’s First Trust Growth Strength ETF FTGS Stock Holding History

Herold Advisors’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
Q3 		– Sell
-13,275
Closed -$454K – 276
2025
Q2 		$454K Sell
13,275
-6,573
-33% -$206K 0.1% 196
2025
Q1 		$591K Sell
19,848
-9,676
-33% -$304K 0.13% 168
2024
Q4 		$927K Buy
29,524
+11
+0% +$353 0.2% 131
2024
Q3 		$922K Buy
29,513
+59
+0.2% +$1.8K 0.2% 136
2024
Q2 		$899K Buy
29,454
+288
+1% +$8.64K 0.21% 132
2024
Q1 		$896K Buy
29,166
+1,014
+4% +$29.2K 0.22% 133
2023
Q4 		$767K Buy
28,152
+4,194
+18% +$105K 0.21% 125
2023
Q3 		$569K Buy
23,958
+9,340
+64% +$225K 0.17% 143
2023
Q2 		$343K Buy
+14,618
New +$323K 0.11% 186

Other funds holding FTGS

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return