SIS
FSGS

Sound Income Strategies’s First Trust SMID Growth Strength ETF FSGS Stock Holding History

Sound Income Strategies’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
2025
Q2 		– Sell
-215
Closed -$5.88K – 1724
2025
Q1 		$5.88K Hold
215
– – ﹤0.01% 1027
2024
Q4 		$6.39K Buy
+215
New +$6.61K ﹤0.01% 944

Other funds holding FSGS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TCTWM
Three Cord True Wealth Management Beaver, Pennsylvania $180M AUM 19.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sound Income Strategies's FSGS Position: Q2 2025 in Review

Sound Income Strategies sold out of First Trust SMID Growth Strength ETF (FSGS) in Q2 2025, closing a stake of 215 shares — an estimated $5.88K sold.

Sound Income Strategies first reported a position in FSGS in Q4 2024 and held it in 2 quarters. The position peaked at $6.39K in Q4 2024. 16 funds tracked by Wall St. Rank hold FSGS as of Q2 2025.

  • Sound Income Strategies reported no remaining First Trust SMID Growth Strength ETF position as of Q2 2025 after selling out during the quarter.
  • Sound Income Strategies sold 215 First Trust SMID Growth Strength ETF shares in Q2 2025, an estimated $5.88K.
  • Sound Income Strategies first reported a position in First Trust SMID Growth Strength ETF in Q4 2024 and held it in 2 quarters.
  • Sound Income Strategies's First Trust SMID Growth Strength ETF position peaked at $6.39K in Q4 2024.
  • 16 funds tracked by Wall St. Rank held First Trust SMID Growth Strength ETF as of Q2 2025.

Based on Sound Income Strategies's 13F filing for Q2 2025, filed 17 Jul 2025.