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
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 $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 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 $68.3B AUM 20.5% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
FPWM
FSB Premier Wealth Management Waterloo, Iowa $319M AUM 15.64% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Independent Advisor Alliance's FSCS Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in First Trust SMID Capital Strength ETF (FSCS) in Q1 2026: 6,498 shares worth $229K. The stake represents ﹤0.01% of the portfolio and ranks #1439 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in FSCS as recently as Q4 2024.

Independent Advisor Alliance first reported a position in FSCS in Q4 2019 and has held it in 3 quarters since. The position peaked at $455K in Q4 2019. 31 funds tracked by Wall St. Rank hold FSCS as of Q1 2026.

  • Independent Advisor Alliance held 6,498 shares of First Trust SMID Capital Strength ETF worth $229K as of Q1 2026.
  • First Trust SMID Capital Strength ETF was a new Independent Advisor Alliance position in Q1 2026.
  • First Trust SMID Capital Strength ETF made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1439 holding.
  • Independent Advisor Alliance first reported a position in First Trust SMID Capital Strength ETF in Q4 2019 and has held it in 3 quarters since.
  • Independent Advisor Alliance's First Trust SMID Capital Strength ETF position peaked at $455K in Q4 2019.
  • 31 funds tracked by Wall St. Rank held First Trust SMID Capital Strength ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.