SignalPoint Asset Management’s First Trust SMID Growth Strength ETF FSGS Stock Holding History

SignalPoint Asset Management’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
2022 Q1	–	Sell	-49,815	Closed	-$1.48M	–	251
2021 Q4	$1.48M	Buy	49,815 +1,672	+3%	+$49.3K	0.45%	56
2021 Q3	$1.36M	Buy	48,143 +8,324	+21%	+$238K	0.44%	58
2021 Q2	$1.17M	Buy	39,819 +1,238	+3%	+$36.3K	0.38%	70
2021 Q1	$1.09M	Buy	38,581 +2,582	+7%	+$69.4K	0.39%	70
2020 Q4	$866K	Buy	35,999 +9,259	+35%	+$200K	0.33%	75
2020 Q3	$492K	Buy	+26,740	New	+$501K	0.21%	105

Other funds holding FSGS

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

AIC

Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

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

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

SOS

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

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

AIP

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

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

GWM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

SignalPoint Asset Management sold out of First Trust SMID Growth Strength ETF (FSGS) in Q1 2022, closing a stake of 49,815 shares — an estimated $1.48M sold.

SignalPoint Asset Management first reported a position in FSGS in Q3 2020 and held it in 6 quarters. The position peaked at $1.48M in Q4 2021. 14 funds tracked by Wall St. Rank hold FSGS as of Q1 2022.

SignalPoint Asset Management reported no remaining First Trust SMID Growth Strength ETF position as of Q1 2022 after selling out during the quarter.
SignalPoint Asset Management sold 49,815 First Trust SMID Growth Strength ETF shares in Q1 2022, an estimated $1.48M.
SignalPoint Asset Management first reported a position in First Trust SMID Growth Strength ETF in Q3 2020 and held it in 6 quarters.
SignalPoint Asset Management's First Trust SMID Growth Strength ETF position peaked at $1.48M in Q4 2021.
14 funds tracked by Wall St. Rank held First Trust SMID Growth Strength ETF as of Q1 2022.

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