Kestra Advisory Services’s First Trust SMID Growth Strength ETF FSGS Stock Holding History

Kestra Advisory Services’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
2026 Q1	–	Sell	-2,392	Closed	-$72.8K	–	4529
2025 Q4	$72.8K	Buy	+2,392	New	+$73.4K	﹤0.01%	3674

Other funds holding FSGS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

TCTWM

Three Cord True Wealth Management Beaver, Pennsylvania $180M AUM 19.5% 1-Year Est. Return

AIC

Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PTC

Private Trust Company Cleveland, Ohio $1.12B AUM 21.35% 1-Year Est. Return

Kestra Advisory Services's FSGS Position: Q1 2026 in Review

Kestra Advisory Services sold out of First Trust SMID Growth Strength ETF (FSGS) in Q1 2026, closing a stake of 2,392 shares — an estimated $72.8K sold.

Kestra Advisory Services first reported a position in FSGS in Q4 2025 and held it in 1 quarter. The position peaked at $72.8K in Q4 2025. 12 funds tracked by Wall St. Rank hold FSGS as of Q1 2026.

Kestra Advisory Services reported no remaining First Trust SMID Growth Strength ETF position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 2,392 First Trust SMID Growth Strength ETF shares in Q1 2026, an estimated $72.8K.
Kestra Advisory Services first reported a position in First Trust SMID Growth Strength ETF in Q4 2025 and held it in 1 quarter.
Kestra Advisory Services's First Trust SMID Growth Strength ETF position peaked at $72.8K in Q4 2025.
12 funds tracked by Wall St. Rank held First Trust SMID Growth Strength ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.