IA
FSCS

IFP Advisors’s First Trust SMID Capital Strength ETF FSCS Stock Holding History

IFP Advisors’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
2023
Q1 		– Sell
-4,393
Closed -$96K – 4486
2022
Q4 		$96K Sell
4,393
-386
-8% -$10.4K ﹤0.01% 1768
2022
Q3 		$105K Buy
4,779
+448
+10% +$12K ﹤0.01% 1828
2022
Q2 		$95K Hold
4,331
– – ﹤0.01% 1718
2022
Q1 		$95K Buy
+4,331
New +$126K ﹤0.01% 1718

Other funds holding FSCS

M1FG
Mach-1 Financial Group Rogers, Arkansas $258M AUM 22.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
FPWM
FSB Premier Wealth Management Waterloo, Iowa $319M AUM 15.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
AFO
Arrowroot Family Office Marina Del Rey, California $302M AUM 14.21% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

IFP Advisors's FSCS Position: Q1 2023 in Review

IFP Advisors sold out of First Trust SMID Capital Strength ETF (FSCS) in Q1 2023, closing a stake of 4,393 shares — an estimated $96K sold.

IFP Advisors first reported a position in FSCS in Q1 2022 and held it in 4 quarters. The position peaked at $105K in Q3 2022. 19 funds tracked by Wall St. Rank hold FSCS as of Q1 2023.

  • IFP Advisors reported no remaining First Trust SMID Capital Strength ETF position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 4,393 First Trust SMID Capital Strength ETF shares in Q1 2023, an estimated $96K.
  • IFP Advisors first reported a position in First Trust SMID Capital Strength ETF in Q1 2022 and held it in 4 quarters.
  • IFP Advisors's First Trust SMID Capital Strength ETF position peaked at $105K in Q3 2022.
  • 19 funds tracked by Wall St. Rank held First Trust SMID Capital Strength ETF as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.