Mount Yale Investment Advisors’s First Trust Growth Strength ETF FTGS Stock Holding History

Mount Yale Investment Advisors’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
2025 Q4	–	Sell	-5,788	Closed	-$208K	–	754
2025 Q3	$208K	Buy	+5,788	New	+$203K	0.01%	620

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Mount Yale Investment Advisors's FTGS Position: Q4 2025 in Review

Mount Yale Investment Advisors sold out of First Trust Growth Strength ETF (FTGS) in Q4 2025, closing a stake of 5,788 shares — an estimated $208K sold.

Mount Yale Investment Advisors first reported a position in FTGS in Q3 2025 and held it in 1 quarter. The position peaked at $208K in Q3 2025. 174 funds tracked by Wall St. Rank hold FTGS as of Q4 2025.

Mount Yale Investment Advisors reported no remaining First Trust Growth Strength ETF position as of Q4 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 5,788 First Trust Growth Strength ETF shares in Q4 2025, an estimated $208K.
Mount Yale Investment Advisors first reported a position in First Trust Growth Strength ETF in Q3 2025 and held it in 1 quarter.
Mount Yale Investment Advisors's First Trust Growth Strength ETF position peaked at $208K in Q3 2025.
174 funds tracked by Wall St. Rank held First Trust Growth Strength ETF as of Q4 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.