Sugarloaf Wealth Management’s First Trust Growth Strength ETF FTGS Stock Holding History

Sugarloaf Wealth Management’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
2024 Q4	$12.2K	Buy	+389	New	+$12.5K	﹤0.01%	468

Other funds holding FTGS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Sugarloaf Wealth Management's FTGS Position: Q4 2024 in Review

Sugarloaf Wealth Management opened a new position in First Trust Growth Strength ETF (FTGS) in Q4 2024: 389 shares worth $12.2K. The stake represents ﹤0.01% of the portfolio and ranks #468 among its holdings.

158 funds tracked by Wall St. Rank hold FTGS as of Q4 2024.

Sugarloaf Wealth Management held 389 shares of First Trust Growth Strength ETF worth $12.2K as of Q4 2024.
First Trust Growth Strength ETF was a new Sugarloaf Wealth Management position in Q4 2024.
First Trust Growth Strength ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #468 holding.
158 funds tracked by Wall St. Rank held First Trust Growth Strength ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.