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

Iams 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
2026 Q2	$2.99M	Buy	80,793 +1,795	+2%	+$65.3K	0.9%	32
2026 Q1	$2.69M	Sell	78,998 -2,203	-3%	-$78.2K	0.94%	30
2025 Q4	$2.87M	Sell	81,201 -31,295	-28%	-$1.11M	1.04%	22
2025 Q3	$4.04M	Sell	112,496 -2,604	-2%	-$91.5K	1.62%	8
2025 Q2	$3.94M	Buy	115,100 +785	+0.7%	+$24.7K	1.81%	7
2025 Q1	$3.4M	Buy	114,315 +9,753	+9%	+$306K	1.56%	10
2024 Q4	$3.28M	Buy	104,562 +5,378	+5%	+$173K	1.5%	12
2024 Q3	$3.1M	Buy	99,184 +47,353	+91%	+$1.45M	1.52%	13
2024 Q2	$1.58M	Buy	+51,831	New	+$1.55M	0.87%	40

Other funds holding FTGS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TAP

Tounjian Advisory Partners Fort Myers, Florida $234M AUM 22.4% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

ODFS

O'Donnell Financial Services San Rafael, California $340M AUM 23.31% 1-Year Est. Return

Iams Wealth Management's FTGS Position: Q2 2026 in Review

Iams Wealth Management increased its First Trust Growth Strength ETF (FTGS) stake by 2.3% in Q2 2026, buying an estimated $65.3K and bringing the position to 80,793 shares worth $2.99M. The position accounts for 0.9% of the portfolio, ranked #32.

Iams Wealth Management first reported a position in FTGS in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.04M in Q3 2025. 189 funds tracked by Wall St. Rank hold FTGS as of Q2 2026.

Iams Wealth Management held 80,793 shares of First Trust Growth Strength ETF worth $2.99M as of Q2 2026.
Iams Wealth Management bought 1,795 First Trust Growth Strength ETF shares in Q2 2026, an estimated $65.3K.
First Trust Growth Strength ETF made up 0.9% of Iams Wealth Management's portfolio in Q2 2026, its #32 holding.
Iams Wealth Management first reported a position in First Trust Growth Strength ETF in Q2 2024 and has held it in 9 quarters since.
Iams Wealth Management's First Trust Growth Strength ETF position peaked at $4.04M in Q3 2025.
189 funds tracked by Wall St. Rank held First Trust Growth Strength ETF as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.