KFA
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Kapstone Financial Advisors’s First Trust Growth Strength ETF FTGS Stock Holding History

Kapstone Financial Advisors’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
Q1 		$1.35M Sell
39,594
-1,633
-4% -$58K 0.66% 29
2025
Q4 		$1.46M Sell
41,227
-463
-1% -$16.4K 0.72% 27
2025
Q3 		$1.5M Sell
41,690
-7,137
-15% -$251K 0.71% 24
2025
Q2 		$1.67M Sell
48,827
-2,058
-4% -$64.6K 0.83% 22
2025
Q1 		$1.51M Buy
50,885
+4,360
+9% +$137K 0.86% 22
2024
Q4 		$1.52M Sell
46,525
-603
-1% -$19.4K 0.81% 24
2024
Q3 		$1.47M Buy
47,128
+4,795
+11% +$147K 0.89% 23
2024
Q2 		$1.29M Buy
42,333
+8,772
+26% +$263K 0.85% 24
2024
Q1 		$1.03M Buy
33,561
+12,021
+56% +$346K 0.7% 28
2023
Q4 		$603K Buy
+21,540
New +$538K 0.47% 41
2023
Q3 		– Sell
-8,351
Closed -$205K – 94
2023
Q2 		$205K Buy
+8,351
New +$185K 0.17% 98

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Morgan Stanley
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Envestnet Asset Management
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
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M1FG
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return