Northeast Planning Associates NH’s First Trust Growth Strength ETF FTGS Stock Holding History

Northeast Planning Associates NH’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
2026 Q1	–	Sell	-69,256	Closed	-$2.45M	–	57
2025 Q4	$2.45M	Sell	69,256 -437	-0.6%	-$15.5K	1.73%	16
2025 Q3	$2.5M	Sell	69,693 -19,434	-22%	-$683K	2.12%	13
2025 Q2	$3.05M	Buy	89,127 +4,008	+5%	+$126K	2.81%	10
2025 Q1	$2.53M	Buy	+85,119	New	+$2.67M	2.1%	11

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

M1FG

Mach-1 Financial Group Rogers, Arkansas $258M AUM 22.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northeast Planning Associates NH's FTGS Position: Q1 2026 in Review

Northeast Planning Associates NH sold out of First Trust Growth Strength ETF (FTGS) in Q1 2026, closing a stake of 69,256 shares — an estimated $2.45M sold.

Northeast Planning Associates NH first reported a position in FTGS in Q1 2025 and held it in 4 quarters. The position peaked at $3.05M in Q2 2025. 183 funds tracked by Wall St. Rank hold FTGS as of Q1 2026.

Northeast Planning Associates NH reported no remaining First Trust Growth Strength ETF position as of Q1 2026 after selling out during the quarter.
Northeast Planning Associates NH sold 69,256 First Trust Growth Strength ETF shares in Q1 2026, an estimated $2.45M.
Northeast Planning Associates NH first reported a position in First Trust Growth Strength ETF in Q1 2025 and held it in 4 quarters.
Northeast Planning Associates NH's First Trust Growth Strength ETF position peaked at $3.05M in Q2 2025.
183 funds tracked by Wall St. Rank held First Trust Growth Strength ETF as of Q1 2026.

Based on Northeast Planning Associates NH's 13F filing for Q1 2026, filed 27 Apr 2026.