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Onyx Bridge Wealth Group’s First Trust Growth Strength ETF FTGS Stock Holding History

Onyx Bridge Wealth Group’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
Q1 		– Sell
-21,683
Closed -$681K – 298
2024
Q4 		$681K Sell
21,683
-24,522
-53% -$787K 0.1% 134
2024
Q3 		$1.44M Sell
46,205
-1,279
-3% -$39.1K 0.22% 84
2024
Q2 		$1.45M Sell
47,484
-2,381
-5% -$71.4K 0.24% 77
2024
Q1 		$1.47M Buy
+49,865
New +$1.43M 0.26% 73

Other funds holding FTGS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Onyx Bridge Wealth Group's FTGS Position: Q1 2025 in Review

Onyx Bridge Wealth Group sold out of First Trust Growth Strength ETF (FTGS) in Q1 2025, closing a stake of 21,683 shares — an estimated $681K sold.

Onyx Bridge Wealth Group first reported a position in FTGS in Q1 2024 and held it in 4 quarters. The position peaked at $1.47M in Q1 2024. 157 funds tracked by Wall St. Rank hold FTGS as of Q1 2025.

  • Onyx Bridge Wealth Group reported no remaining First Trust Growth Strength ETF position as of Q1 2025 after selling out during the quarter.
  • Onyx Bridge Wealth Group sold 21,683 First Trust Growth Strength ETF shares in Q1 2025, an estimated $681K.
  • Onyx Bridge Wealth Group first reported a position in First Trust Growth Strength ETF in Q1 2024 and held it in 4 quarters.
  • Onyx Bridge Wealth Group's First Trust Growth Strength ETF position peaked at $1.47M in Q1 2024.
  • 157 funds tracked by Wall St. Rank held First Trust Growth Strength ETF as of Q1 2025.

Based on Onyx Bridge Wealth Group's 13F filing for Q1 2025, filed 29 Apr 2025.