Stonehaven Wealth & Tax Solutions’s First Trust Growth Strength ETF FTGS Stock Holding History

Stonehaven Wealth & Tax Solutions’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 Q2	$499K	Sell	13,492 -23	-0.2%	-$836	0.4%	46
2026 Q1	$460K	Buy	13,515 +901	+7%	+$32K	0.41%	43
2025 Q4	$446K	Buy	12,614 +5,339	+73%	+$190K	0.4%	42
2025 Q3	$261K	Buy	7,275 +3	+0%	+$105	0.24%	64
2025 Q2	$249K	Buy	+7,272	New	+$228K	0.24%	63

Other funds holding FTGS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TAP

Tounjian Advisory Partners Fort Myers, Florida $234M AUM 22.4% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

ODFS

O'Donnell Financial Services San Rafael, California $340M AUM 23.31% 1-Year Est. Return

Stonehaven Wealth & Tax Solutions's FTGS Position: Q2 2026 in Review

Stonehaven Wealth & Tax Solutions reduced its First Trust Growth Strength ETF (FTGS) stake by 0.17% in Q2 2026, selling an estimated $836 and leaving 13,492 shares worth $499K. The position accounts for 0.4% of the portfolio, ranked #46.

Stonehaven Wealth & Tax Solutions first reported a position in FTGS in Q2 2025 and has held it in 5 quarters since. 190 funds tracked by Wall St. Rank hold FTGS as of Q2 2026.

Stonehaven Wealth & Tax Solutions held 13,492 shares of First Trust Growth Strength ETF worth $499K as of Q2 2026.
Stonehaven Wealth & Tax Solutions sold 23 First Trust Growth Strength ETF shares in Q2 2026, an estimated $836.
First Trust Growth Strength ETF made up 0.4% of Stonehaven Wealth & Tax Solutions's portfolio in Q2 2026, its #46 holding.
Stonehaven Wealth & Tax Solutions first reported a position in First Trust Growth Strength ETF in Q2 2025 and has held it in 5 quarters since.
190 funds tracked by Wall St. Rank held First Trust Growth Strength ETF as of Q2 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.