SPIA
FSCS

Steward Partners Investment Advisory’s First Trust SMID Capital Strength ETF FSCS Stock Holding History

Steward Partners Investment Advisory’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
2026
Q1 		– Sell
-265
Closed -$9.48K – 4588
2025
Q4 		$9.48K Hold
265
– – ﹤0.01% 3466
2025
Q3 		$9.72K Buy
+265
New +$9.69K ﹤0.01% 3416

Other funds holding FSCS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
FPWM
FSB Premier Wealth Management Waterloo, Iowa $319M AUM 15.64% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Steward Partners Investment Advisory's FSCS Position: Q1 2026 in Review

Steward Partners Investment Advisory sold out of First Trust SMID Capital Strength ETF (FSCS) in Q1 2026, closing a stake of 265 shares — an estimated $9.48K sold.

Steward Partners Investment Advisory first reported a position in FSCS in Q3 2025 and held it in 2 quarters. The position peaked at $9.72K in Q3 2025. 31 funds tracked by Wall St. Rank hold FSCS as of Q1 2026.

  • Steward Partners Investment Advisory reported no remaining First Trust SMID Capital Strength ETF position as of Q1 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 265 First Trust SMID Capital Strength ETF shares in Q1 2026, an estimated $9.48K.
  • Steward Partners Investment Advisory first reported a position in First Trust SMID Capital Strength ETF in Q3 2025 and held it in 2 quarters.
  • Steward Partners Investment Advisory's First Trust SMID Capital Strength ETF position peaked at $9.72K in Q3 2025.
  • 31 funds tracked by Wall St. Rank held First Trust SMID Capital Strength ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.