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Moisand Fitzgerald Tamayo’s First Trust Growth Strength ETF FTGS Stock Holding History

Moisand Fitzgerald Tamayo’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
2024
Q4 		– Sell
-312
Closed -$9.74K – 608
2024
Q3 		$9.74K Buy
+312
New +$9.53K ﹤0.01% 353

Other funds holding FTGS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Moisand Fitzgerald Tamayo's FTGS Position: Q4 2024 in Review

Moisand Fitzgerald Tamayo sold out of First Trust Growth Strength ETF (FTGS) in Q4 2024, closing a stake of 312 shares — an estimated $9.74K sold.

Moisand Fitzgerald Tamayo first reported a position in FTGS in Q3 2024 and held it in 1 quarter. The position peaked at $9.74K in Q3 2024. 158 funds tracked by Wall St. Rank hold FTGS as of Q4 2024.

  • Moisand Fitzgerald Tamayo reported no remaining First Trust Growth Strength ETF position as of Q4 2024 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 312 First Trust Growth Strength ETF shares in Q4 2024, an estimated $9.74K.
  • Moisand Fitzgerald Tamayo first reported a position in First Trust Growth Strength ETF in Q3 2024 and held it in 1 quarter.
  • Moisand Fitzgerald Tamayo's First Trust Growth Strength ETF position peaked at $9.74K in Q3 2024.
  • 158 funds tracked by Wall St. Rank held First Trust Growth Strength ETF as of Q4 2024.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2024, filed 4 Feb 2025.