PFGIA
FSGS

Patriot Financial Group Insurance Agency’s First Trust SMID Growth Strength ETF FSGS Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio FSGS Stock Details FSGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-407
Closed -$8K – 1493
2019
Q2 		$8K Buy
+407
New +$8.5K ﹤0.01% 859

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LFAS
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MIAN
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LTFS
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GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Patriot Financial Group Insurance Agency's FSGS Position: Q3 2019 in Review

Patriot Financial Group Insurance Agency sold out of First Trust SMID Growth Strength ETF (FSGS) in Q3 2019, closing a stake of 407 shares — an estimated $8K sold.

Patriot Financial Group Insurance Agency first reported a position in FSGS in Q2 2019 and held it in 1 quarter. The position peaked at $8K in Q2 2019. 8 funds tracked by Wall St. Rank hold FSGS as of Q3 2019.

  • Patriot Financial Group Insurance Agency reported no remaining First Trust SMID Growth Strength ETF position as of Q3 2019 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 407 First Trust SMID Growth Strength ETF shares in Q3 2019, an estimated $8K.
  • Patriot Financial Group Insurance Agency first reported a position in First Trust SMID Growth Strength ETF in Q2 2019 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's First Trust SMID Growth Strength ETF position peaked at $8K in Q2 2019.
  • 8 funds tracked by Wall St. Rank held First Trust SMID Growth Strength ETF as of Q3 2019.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2019, filed 25 Oct 2019.