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Summit Financial’s First Trust Growth Strength ETF FTGS Stock Holding History

Summit Financial’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 		$420K Buy
11,361
+633
+6% +$23K ﹤0.01% 1172
2026
Q1 		$365K Sell
10,728
-3,733
-26% -$132K ﹤0.01% 1103
2025
Q4 		$511K Sell
14,461
-1,844
-11% -$65.5K 0.01% 884
2025
Q3 		$586K Buy
+16,305
New +$573K 0.01% 842

Other funds holding FTGS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
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

Summit Financial's FTGS Position: Q2 2026 in Review

Summit Financial increased its First Trust Growth Strength ETF (FTGS) stake by 5.9% in Q2 2026, buying an estimated $23K and bringing the position to 11,361 shares worth $420K. The position accounts for ﹤0.01% of the portfolio, ranked #1172.

Summit Financial first reported a position in FTGS in Q3 2025 and has held it in 4 quarters since. The position peaked at $586K in Q3 2025. 190 funds tracked by Wall St. Rank hold FTGS as of Q2 2026.

  • Summit Financial held 11,361 shares of First Trust Growth Strength ETF worth $420K as of Q2 2026.
  • Summit Financial bought 633 First Trust Growth Strength ETF shares in Q2 2026, an estimated $23K.
  • First Trust Growth Strength ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1172 holding.
  • Summit Financial first reported a position in First Trust Growth Strength ETF in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's First Trust Growth Strength ETF position peaked at $586K in Q3 2025.
  • 190 funds tracked by Wall St. Rank held First Trust Growth Strength ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.