M1FG
FSCS

Mach-1 Financial Group’s First Trust SMID Capital Strength ETF FSCS Stock Holding History

Mach-1 Financial Group’s Portfolio FSCS Stock Details FSCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-3,302
Closed -$91.2M – 368
2023
Q1 		$91.2M Buy
+3,302
New +$93.5K 0.58% 46
2022
Q4 		– Sell
-3,302
Closed -$79K – 492
2022
Q3 		$79K Hold
3,302
– – 0.08% 87
2022
Q2 		$83K Buy
+3,302
New +$90.9K 0.06% 93

Other funds holding FSCS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
FPWM
FSB Premier Wealth Management Waterloo, Iowa $319M AUM 15.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mach-1 Financial Group's FSCS Position: Q2 2023 in Review

Mach-1 Financial Group sold out of First Trust SMID Capital Strength ETF (FSCS) in Q2 2023, closing a stake of 3,302 shares — an estimated $91.2M sold.

Mach-1 Financial Group first reported a position in FSCS in Q2 2022 and held it in 3 quarters. The position peaked at $91.2M in Q1 2023. 14 funds tracked by Wall St. Rank hold FSCS as of Q2 2023.

  • Mach-1 Financial Group reported no remaining First Trust SMID Capital Strength ETF position as of Q2 2023 after selling out during the quarter.
  • Mach-1 Financial Group sold 3,302 First Trust SMID Capital Strength ETF shares in Q2 2023, an estimated $91.2M.
  • Mach-1 Financial Group first reported a position in First Trust SMID Capital Strength ETF in Q2 2022 and held it in 3 quarters.
  • Mach-1 Financial Group's First Trust SMID Capital Strength ETF position peaked at $91.2M in Q1 2023.
  • 14 funds tracked by Wall St. Rank held First Trust SMID Capital Strength ETF as of Q2 2023.

Based on Mach-1 Financial Group's 13F filing for Q2 2023, filed 28 Jul 2023.