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Legacy Investment Solutions’s First Trust Growth Strength ETF FTGS Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$1.42M Buy
+41,600
New +$1.31M 0.74% 27
2024
Q4 		$972K Buy
29,898
+20,492
+218% +$658K 0.62% 31
2024
Q3 		$309K Buy
+9,406
New +$287K 0.18% 54

Other funds holding FTGS

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Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Legacy Investment Solutions's FTGS Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in First Trust Growth Strength ETF (FTGS) in Q2 2025: 41,600 shares worth $1.42M. The stake represents 0.74% of the portfolio and ranks #27 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in FTGS as recently as Q4 2024.

Legacy Investment Solutions first reported a position in FTGS in Q3 2024 and has held it in 3 quarters since. 160 funds tracked by Wall St. Rank hold FTGS as of Q2 2025.

  • Legacy Investment Solutions held 41,600 shares of First Trust Growth Strength ETF worth $1.42M as of Q2 2025.
  • First Trust Growth Strength ETF was a new Legacy Investment Solutions position in Q2 2025.
  • First Trust Growth Strength ETF made up 0.74% of Legacy Investment Solutions's portfolio in Q2 2025, its #27 holding.
  • Legacy Investment Solutions first reported a position in First Trust Growth Strength ETF in Q3 2024 and has held it in 3 quarters since.
  • 160 funds tracked by Wall St. Rank held First Trust Growth Strength ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.