IA
FSGS

IFP Advisors’s First Trust SMID Growth Strength ETF FSGS Stock Holding History

IFP Advisors’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
2023
Q1 		– Sell
-709
Closed -$15K – 4493
2022
Q4 		$15K Hold
709
– – ﹤0.01% 3129
2022
Q3 		$15K Buy
709
+467
+193% +$12.3K ﹤0.01% 3357
2022
Q2 		$5K Hold
242
– – ﹤0.01% 3837
2022
Q1 		$5K Buy
+242
New +$6.95K ﹤0.01% 3837

Other funds holding FSGS

M1FG
Mach-1 Financial Group Rogers, Arkansas $284M AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AFO
Arrowroot Family Office Marina Del Rey, California $302M AUM 14.21% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
IGWM
ICA Group Wealth Management Denver, Colorado $167M AUM 18.57% 1-Year Est. Return

IFP Advisors's FSGS Position: Q1 2023 in Review

IFP Advisors sold out of First Trust SMID Growth Strength ETF (FSGS) in Q1 2023, closing a stake of 709 shares — an estimated $15K sold.

IFP Advisors first reported a position in FSGS in Q1 2022 and held it in 4 quarters. The position peaked at $15K in Q4 2022. 19 funds tracked by Wall St. Rank hold FSGS as of Q1 2023.

  • IFP Advisors reported no remaining First Trust SMID Growth Strength ETF position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 709 First Trust SMID Growth Strength ETF shares in Q1 2023, an estimated $15K.
  • IFP Advisors first reported a position in First Trust SMID Growth Strength ETF in Q1 2022 and held it in 4 quarters.
  • IFP Advisors's First Trust SMID Growth Strength ETF position peaked at $15K in Q4 2022.
  • 19 funds tracked by Wall St. Rank held First Trust SMID Growth Strength ETF as of Q1 2023.

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