Independent Financial Group’s First Trust Growth Strength ETF FTGS Stock Holding History

Independent Financial Group’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	$3.12M	Sell	84,380 -58	-0.1%	-$2.11K	0.06%	337
2026 Q1	$2.87M	Buy	84,438 +2,863	+4%	+$102K	0.06%	313
2025 Q4	$2.88M	Sell	81,575 -2,510	-3%	-$89.2K	0.06%	294
2025 Q3	$3.02M	Buy	84,085 +7,315	+10%	+$257K	0.07%	267
2025 Q2	$2.62M	Buy	76,770 +12,036	+19%	+$378K	0.07%	276
2025 Q1	$1.93M	Buy	64,734 +15,989	+33%	+$502K	0.07%	291
2024 Q4	$1.53M	Buy	48,745 +24,306	+99%	+$780K	0.05%	357
2024 Q3	$763K	Buy	24,439 +6,612	+37%	+$202K	0.03%	520
2024 Q2	$544K	Buy	17,827 +7,691	+76%	+$231K	0.02%	578
2024 Q1	$311K	Buy	+10,136	New	+$292K	0.01%	764

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

Independent Financial Group's FTGS Position: Q2 2026 in Review

Independent Financial Group reduced its First Trust Growth Strength ETF (FTGS) stake by 0.07% in Q2 2026, selling an estimated $2.11K and leaving 84,380 shares worth $3.12M. The position accounts for 0.06% of the portfolio, ranked #337.

Independent Financial Group first reported a position in FTGS in Q1 2024 and has held it in 10 quarters since. 189 funds tracked by Wall St. Rank hold FTGS as of Q2 2026.

Independent Financial Group held 84,380 shares of First Trust Growth Strength ETF worth $3.12M as of Q2 2026.
Independent Financial Group sold 58 First Trust Growth Strength ETF shares in Q2 2026, an estimated $2.11K.
First Trust Growth Strength ETF made up 0.06% of Independent Financial Group's portfolio in Q2 2026, its #337 holding.
Independent Financial Group first reported a position in First Trust Growth Strength ETF in Q1 2024 and has held it in 10 quarters since.
189 funds tracked by Wall St. Rank held First Trust Growth Strength ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.