IAA
FSCS

Independent Advisor Alliance’s First Trust SMID Capital Strength ETF FSCS Stock Holding History

Independent Advisor Alliance’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
2026
Q2 		– Sell
-6,498
Closed -$229K – 1657
2026
Q1 		$229K Buy
+6,498
New +$238K ﹤0.01% 1439
2025
Q1 		– Sell
-5,662
Closed -$200K – 1401
2024
Q4 		$200K Buy
+5,662
New +$206K ﹤0.01% 1290
2020
Q1 		– Sell
-19,429
Closed -$455K – 893
2019
Q4 		$455K Buy
+19,429
New +$442K 0.02% 555

Other funds holding FSCS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
FPWM
FSB Premier Wealth Management Waterloo, Iowa $355M AUM 19.62% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Independent Advisor Alliance's FSCS Position: Q2 2026 in Review

Independent Advisor Alliance sold out of First Trust SMID Capital Strength ETF (FSCS) in Q2 2026, closing a stake of 6,498 shares — an estimated $229K sold.

Independent Advisor Alliance first reported a position in FSCS in Q4 2019 and held it in 3 quarters. The position peaked at $455K in Q4 2019. 27 funds tracked by Wall St. Rank hold FSCS as of Q2 2026.

  • Independent Advisor Alliance reported no remaining First Trust SMID Capital Strength ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 6,498 First Trust SMID Capital Strength ETF shares in Q2 2026, an estimated $229K.
  • Independent Advisor Alliance first reported a position in First Trust SMID Capital Strength ETF in Q4 2019 and held it in 3 quarters.
  • Independent Advisor Alliance's First Trust SMID Capital Strength ETF position peaked at $455K in Q4 2019.
  • 27 funds tracked by Wall St. Rank held First Trust SMID Capital Strength ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.