Legacy Wealth Management (Idaho)’s First Trust Growth Strength ETF FTGS Stock Holding History

Legacy Wealth Management (Idaho)’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	$442K	Buy	11,956 +8,369	+233%	+$304K	0.18%	125
2026 Q1	$122K	Sell	3,587 -73,136	-95%	-$2.6M	0.06%	158
2025 Q4	$2.71M	Buy	76,723 +28,234	+58%	+$1M	1.3%	17
2025 Q3	$1.74M	Buy	48,489 +6,889	+17%	+$242K	0.79%	29
2025 Q2	$1.42M	Buy	41,600 +9,316	+29%	+$293K	0.74%	27
2025 Q1	$960K	Buy	32,284 +2,386	+8%	+$74.9K	0.68%	33
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

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

Legacy Wealth Management (Idaho)'s FTGS Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) increased its First Trust Growth Strength ETF (FTGS) stake by 233% in Q2 2026, buying an estimated $304K and bringing the position to 11,956 shares worth $442K. The position accounts for 0.18% of the portfolio, ranked #125.

Legacy Wealth Management (Idaho) first reported a position in FTGS in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.71M in Q4 2025. 190 funds tracked by Wall St. Rank hold FTGS as of Q2 2026.

Legacy Wealth Management (Idaho) held 11,956 shares of First Trust Growth Strength ETF worth $442K as of Q2 2026.
Legacy Wealth Management (Idaho) bought 8,369 First Trust Growth Strength ETF shares in Q2 2026, an estimated $304K.
First Trust Growth Strength ETF made up 0.18% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #125 holding.
Legacy Wealth Management (Idaho) first reported a position in First Trust Growth Strength ETF in Q3 2024 and has held it in 8 quarters since.
Legacy Wealth Management (Idaho)'s First Trust Growth Strength ETF position peaked at $2.71M in Q4 2025.
190 funds tracked by Wall St. Rank held First Trust Growth Strength ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.