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O'Shaughnessy Asset Management’s First Trust Growth Strength ETF FTGS Stock Holding History

O'Shaughnessy Asset Management’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
-444
Closed -$13.9K – 2336
2024
Q4 		$13.9K Buy
+444
New +$14.3K ﹤0.01% 2041

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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 22.9% 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

O'Shaughnessy Asset Management's FTGS Position: Q1 2025 in Review

O'Shaughnessy Asset Management sold out of First Trust Growth Strength ETF (FTGS) in Q1 2025, closing a stake of 444 shares — an estimated $13.9K sold.

O'Shaughnessy Asset Management first reported a position in FTGS in Q4 2024 and held it in 1 quarter. The position peaked at $13.9K in Q4 2024. 157 funds tracked by Wall St. Rank hold FTGS as of Q1 2025.

  • O'Shaughnessy Asset Management reported no remaining First Trust Growth Strength ETF position as of Q1 2025 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 444 First Trust Growth Strength ETF shares in Q1 2025, an estimated $13.9K.
  • O'Shaughnessy Asset Management first reported a position in First Trust Growth Strength ETF in Q4 2024 and held it in 1 quarter.
  • O'Shaughnessy Asset Management's First Trust Growth Strength ETF position peaked at $13.9K in Q4 2024.
  • 157 funds tracked by Wall St. Rank held First Trust Growth Strength ETF as of Q1 2025.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2025, filed 13 May 2025.