SignalPoint Asset Management’s First Trust SMID Capital Strength ETF FSCS Stock Holding History

SignalPoint Asset Management’s Portfolio FSCS Stock Details FSCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-83,139	Closed	-$2.52M	–	250
2021 Q4	$2.52M	Buy	83,139 +5,136	+7%	+$153K	0.77%	30
2021 Q3	$2.24M	Buy	78,003 +19,155	+33%	+$558K	0.72%	33
2021 Q2	$1.71M	Buy	58,848 +828	+1%	+$24K	0.56%	43
2021 Q1	$1.61M	Buy	58,020 +9,508	+20%	+$250K	0.57%	44
2020 Q4	$1.18M	Buy	48,512 +15,408	+47%	+$345K	0.45%	52
2020 Q3	$649K	Buy	+33,104	New	+$664K	0.27%	83

Other funds holding FSCS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FPWM

FSB Premier Wealth Management Waterloo, Iowa $319M AUM 15.64% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

AIP

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SignalPoint Asset Management's FSCS Position: Q1 2022 in Review

SignalPoint Asset Management sold out of First Trust SMID Capital Strength ETF (FSCS) in Q1 2022, closing a stake of 83,139 shares — an estimated $2.52M sold.

SignalPoint Asset Management first reported a position in FSCS in Q3 2020 and held it in 6 quarters. The position peaked at $2.52M in Q4 2021. 14 funds tracked by Wall St. Rank hold FSCS as of Q1 2022.

SignalPoint Asset Management reported no remaining First Trust SMID Capital Strength ETF position as of Q1 2022 after selling out during the quarter.
SignalPoint Asset Management sold 83,139 First Trust SMID Capital Strength ETF shares in Q1 2022, an estimated $2.52M.
SignalPoint Asset Management first reported a position in First Trust SMID Capital Strength ETF in Q3 2020 and held it in 6 quarters.
SignalPoint Asset Management's First Trust SMID Capital Strength ETF position peaked at $2.52M in Q4 2021.
14 funds tracked by Wall St. Rank held First Trust SMID Capital Strength ETF as of Q1 2022.

Based on SignalPoint Asset Management's 13F filing for Q1 2022, filed 9 May 2022.