SPIA
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Steward Partners Investment Advisory’s First Trust Growth Strength ETF FTGS Stock Holding History

Steward Partners Investment Advisory’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
2026
Q1 		$1.3M Sell
38,194
-3,326
-8% -$118K 0.01% 1028
2025
Q4 		$1.47M Sell
41,520
-9,016
-18% -$320K 0.01% 906
2025
Q3 		$1.81M Buy
50,536
+3,380
+7% +$119K 0.01% 812
2025
Q2 		$1.61M Buy
47,156
+4,463
+10% +$140K 0.01% 792
2025
Q1 		$1.27M Buy
42,693
+25,250
+145% +$793K 0.01% 817
2024
Q4 		$548K Buy
17,443
+14,047
+414% +$451K ﹤0.01% 1115
2024
Q3 		$106K Buy
+3,396
New +$104K ﹤0.01% 1847

Other funds holding FTGS

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
M1FG
Mach-1 Financial Group Rogers, Arkansas $284M AUM 20.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return