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Lake Street Private Wealth’s First Trust Growth Strength ETF FTGS Stock Holding History

Lake Street Private Wealth’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 		– Sell
-6,271
Closed -$222K – 278
2025
Q4 		$222K Buy
6,271
+420
+7% +$14.9K 0.03% 258
2025
Q3 		$210K Buy
+5,851
New +$206K 0.03% 261

Other funds holding FTGS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
M1FG
Mach-1 Financial Group Rogers, Arkansas $258M AUM 22.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Lake Street Private Wealth's FTGS Position: Q1 2026 in Review

Lake Street Private Wealth sold out of First Trust Growth Strength ETF (FTGS) in Q1 2026, closing a stake of 6,271 shares — an estimated $222K sold.

Lake Street Private Wealth first reported a position in FTGS in Q3 2025 and held it in 2 quarters. The position peaked at $222K in Q4 2025. 182 funds tracked by Wall St. Rank hold FTGS as of Q1 2026.

  • Lake Street Private Wealth reported no remaining First Trust Growth Strength ETF position as of Q1 2026 after selling out during the quarter.
  • Lake Street Private Wealth sold 6,271 First Trust Growth Strength ETF shares in Q1 2026, an estimated $222K.
  • Lake Street Private Wealth first reported a position in First Trust Growth Strength ETF in Q3 2025 and held it in 2 quarters.
  • Lake Street Private Wealth's First Trust Growth Strength ETF position peaked at $222K in Q4 2025.
  • 182 funds tracked by Wall St. Rank held First Trust Growth Strength ETF as of Q1 2026.

Based on Lake Street Private Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.