Mach-1 Financial Group’s First Trust SMID Growth Strength ETF FSGS Stock Holding History

Mach-1 Financial Group’s Portfolio FSGS Stock Details FSGS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2,078	Closed	-$55.2M	–	369
2023 Q1	$55.2M	Buy	+2,078	New	+$56.6K	0.35%	60
2022 Q4	–	Sell	-2,078	Closed	-$47K	–	493
2022 Q3	$47K	Hold	2,078	–	–	0.05%	113
2022 Q2	$51K	Buy	+2,078	New	+$56.1K	0.03%	115

Other funds holding FSGS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

AIC

Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IGWM

ICA Group Wealth Management Denver, Colorado $167M AUM 18.57% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

PTC

Private Trust Company Cleveland, Ohio $1.12B AUM 21.35% 1-Year Est. Return

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

Mach-1 Financial Group sold out of First Trust SMID Growth Strength ETF (FSGS) in Q2 2023, closing a stake of 2,078 shares — an estimated $55.2M sold.

Mach-1 Financial Group first reported a position in FSGS in Q2 2022 and held it in 3 quarters. The position peaked at $55.2M in Q1 2023. 15 funds tracked by Wall St. Rank hold FSGS as of Q2 2023.

Mach-1 Financial Group reported no remaining First Trust SMID Growth Strength ETF position as of Q2 2023 after selling out during the quarter.
Mach-1 Financial Group sold 2,078 First Trust SMID Growth Strength ETF shares in Q2 2023, an estimated $55.2M.
Mach-1 Financial Group first reported a position in First Trust SMID Growth Strength ETF in Q2 2022 and held it in 3 quarters.
Mach-1 Financial Group's First Trust SMID Growth Strength ETF position peaked at $55.2M in Q1 2023.
15 funds tracked by Wall St. Rank held First Trust SMID Growth Strength ETF as of Q2 2023.

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