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 Q2	$54K	Buy	1,467 +108	+8%	+$3.88K	0.02%	196
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

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

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

FPWM

FSB Premier Wealth Management Waterloo, Iowa $355M AUM 19.62% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

MPWM Advisory Solutions's FSCS Position: Q2 2026 in Review

MPWM Advisory Solutions increased its First Trust SMID Capital Strength ETF (FSCS) stake by 7.9% in Q2 2026, buying an estimated $3.88K and bringing the position to 1,467 shares worth $54K. The position accounts for 0.02% of the portfolio, ranked #196.

MPWM Advisory Solutions first reported a position in FSCS in Q4 2024 and has held it in 7 quarters since. The position peaked at $60K in Q3 2025. 27 funds tracked by Wall St. Rank hold FSCS as of Q2 2026.

MPWM Advisory Solutions held 1,467 shares of First Trust SMID Capital Strength ETF worth $54K as of Q2 2026.
MPWM Advisory Solutions bought 108 First Trust SMID Capital Strength ETF shares in Q2 2026, an estimated $3.88K.
First Trust SMID Capital Strength ETF made up 0.02% of MPWM Advisory Solutions's portfolio in Q2 2026, its #196 holding.
MPWM Advisory Solutions first reported a position in First Trust SMID Capital Strength ETF in Q4 2024 and has held it in 7 quarters since.
MPWM Advisory Solutions's First Trust SMID Capital Strength ETF position peaked at $60K in Q3 2025.
27 funds tracked by Wall St. Rank held First Trust SMID Capital Strength ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.