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Lloyd Advisory Services’s First Trust Growth Strength ETF FTGS Stock Holding History

Lloyd Advisory Services’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 		$9.89K Buy
+267
New +$9.71K ﹤0.01% 368
2026
Q1 		– Sell
-85
Closed -$3.02K – 921
2025
Q4 		$3.02K Buy
+85
New +$3.02K ﹤0.01% 437

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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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 22.9% 1-Year Est. Return
TAP
Tounjian Advisory Partners Fort Myers, Florida $234M AUM 22.4% 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
Royal Bank of Canada
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

Lloyd Advisory Services's FTGS Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in First Trust Growth Strength ETF (FTGS) in Q2 2026: 267 shares worth $9.89K. The stake represents ﹤0.01% of the portfolio and ranks #368 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in FTGS as recently as Q4 2025.

Lloyd Advisory Services first reported a position in FTGS in Q4 2025 and has held it in 2 quarters since. 190 funds tracked by Wall St. Rank hold FTGS as of Q2 2026.

  • Lloyd Advisory Services held 267 shares of First Trust Growth Strength ETF worth $9.89K as of Q2 2026.
  • First Trust Growth Strength ETF was a new Lloyd Advisory Services position in Q2 2026.
  • First Trust Growth Strength ETF made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #368 holding.
  • Lloyd Advisory Services first reported a position in First Trust Growth Strength ETF in Q4 2025 and has held it in 2 quarters since.
  • 190 funds tracked by Wall St. Rank held First Trust Growth Strength ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.