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Root Financial Partners’s First Trust Growth Strength ETF FTGS Stock Holding History

Root Financial Partners’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
Q2 		– Sell
-767
Closed -$26.1K – 1454
2026
Q1 		$26.1K Hold
767
– – ﹤0.01% 1177
2025
Q4 		$27.1K Hold
767
– – ﹤0.01% 1009
2025
Q3 		$27.5K Buy
+767
New +$26.9K ﹤0.01% 939

Other funds holding FTGS

M1FG
Mach-1 Financial Group Rogers, Arkansas $258M AUM 22.48% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
KAS
KPP Advisory Services Louisville, Kentucky $791M AUM 28.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
IIM
IFC & Insurance Marketing Auburn, California $114M AUM

Root Financial Partners's FTGS Position: Q2 2026 in Review

Root Financial Partners sold out of First Trust Growth Strength ETF (FTGS) in Q2 2026, closing a stake of 767 shares — an estimated $26.1K sold.

Root Financial Partners first reported a position in FTGS in Q3 2025 and held it in 3 quarters. The position peaked at $27.5K in Q3 2025. 74 funds tracked by Wall St. Rank hold FTGS as of Q2 2026.

  • Root Financial Partners reported no remaining First Trust Growth Strength ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 767 First Trust Growth Strength ETF shares in Q2 2026, an estimated $26.1K.
  • Root Financial Partners first reported a position in First Trust Growth Strength ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's First Trust Growth Strength ETF position peaked at $27.5K in Q3 2025.
  • 74 funds tracked by Wall St. Rank held First Trust Growth Strength ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.