MAS
FSCS

MPWM Advisory Solutions’s First Trust SMID Capital Strength ETF FSCS Stock Holding History

MPWM Advisory Solutions’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
2026
Q1 		$47.8K Sell
1,359
-277
-17% -$10.1K 0.03% 202
2025
Q4 		$58.5K Hold
1,636
– – 0.03% 164
2025
Q3 		$60K Hold
1,636
– – 0.04% 147
2025
Q2 		$58.5K Hold
1,636
– – 0.04% 150
2025
Q1 		$56.5K Hold
1,636
– – 0.04% 139
2024
Q4 		$57.9K Buy
+1,636
New +$59.5K 0.04% 143

Other funds holding FSCS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 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 $68.3B AUM 20.5% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
FPWM
FSB Premier Wealth Management Waterloo, Iowa $319M AUM 15.64% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

MPWM Advisory Solutions's FSCS Position: Q1 2026 in Review

MPWM Advisory Solutions reduced its First Trust SMID Capital Strength ETF (FSCS) stake by 17% in Q1 2026, selling an estimated $10.1K and leaving 1,359 shares worth $47.8K. The position accounts for 0.03% of the portfolio, ranked #202.

MPWM Advisory Solutions first reported a position in FSCS in Q4 2024 and has held it in 6 quarters since. The position peaked at $60K in Q3 2025. 31 funds tracked by Wall St. Rank hold FSCS as of Q1 2026.

  • MPWM Advisory Solutions held 1,359 shares of First Trust SMID Capital Strength ETF worth $47.8K as of Q1 2026.
  • MPWM Advisory Solutions sold 277 First Trust SMID Capital Strength ETF shares in Q1 2026, an estimated $10.1K.
  • First Trust SMID Capital Strength ETF made up 0.03% of MPWM Advisory Solutions's portfolio in Q1 2026, its #202 holding.
  • MPWM Advisory Solutions first reported a position in First Trust SMID Capital Strength ETF in Q4 2024 and has held it in 6 quarters since.
  • MPWM Advisory Solutions's First Trust SMID Capital Strength ETF position peaked at $60K in Q3 2025.
  • 31 funds tracked by Wall St. Rank held First Trust SMID Capital Strength ETF as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.