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Stephens Inc’s First Trust Growth Strength ETF FTGS Stock Holding History

Stephens Inc’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
2025
Q1 		– Sell
-6,580
Closed -$207K – 1268
2024
Q4 		$207K Hold
6,580
– – ﹤0.01% 1154
2024
Q3 		$205K Hold
6,580
– – ﹤0.01% 1186
2024
Q2 		$201K Buy
+6,580
New +$197K ﹤0.01% 1167

Other funds holding FTGS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Stephens Inc's FTGS Position: Q1 2025 in Review

Stephens Inc sold out of First Trust Growth Strength ETF (FTGS) in Q1 2025, closing a stake of 6,580 shares — an estimated $207K sold.

Stephens Inc first reported a position in FTGS in Q2 2024 and held it in 3 quarters. The position peaked at $207K in Q4 2024. 157 funds tracked by Wall St. Rank hold FTGS as of Q1 2025.

  • Stephens Inc reported no remaining First Trust Growth Strength ETF position as of Q1 2025 after selling out during the quarter.
  • Stephens Inc sold 6,580 First Trust Growth Strength ETF shares in Q1 2025, an estimated $207K.
  • Stephens Inc first reported a position in First Trust Growth Strength ETF in Q2 2024 and held it in 3 quarters.
  • Stephens Inc's First Trust Growth Strength ETF position peaked at $207K in Q4 2024.
  • 157 funds tracked by Wall St. Rank held First Trust Growth Strength ETF as of Q1 2025.

Based on Stephens Inc's 13F filing for Q1 2025, filed 1 May 2025.