SS
FSGS

Sunbelt Securities’s First Trust SMID Growth Strength ETF FSGS Stock Holding History

Sunbelt Securities’s Portfolio FSGS Stock Details FSGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-25
Closed -$743 – 2885
2025
Q2 		$743 Buy
+25
New +$706 ﹤0.01% 1683
2025
Q1 		– Sell
-25
Closed -$744 – 1916
2024
Q4 		$744 Hold
25
– – ﹤0.01% 1687
2024
Q3 		$755 Hold
25
– – ﹤0.01% 1708
2024
Q2 		$689 Hold
25
– – ﹤0.01% 1642
2024
Q1 		$722 Buy
+25
New +$701 ﹤0.01% 1604

Other funds holding FSGS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TCTWM
Three Cord True Wealth Management Beaver, Pennsylvania $180M AUM 19.5% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sunbelt Securities's FSGS Position: Q3 2025 in Review

Sunbelt Securities sold out of First Trust SMID Growth Strength ETF (FSGS) in Q3 2025, closing a stake of 25 shares — an estimated $743 sold.

Sunbelt Securities first reported a position in FSGS in Q1 2024 and held it in 5 quarters. The position peaked at $755 in Q3 2024. 13 funds tracked by Wall St. Rank hold FSGS as of Q3 2025.

  • Sunbelt Securities reported no remaining First Trust SMID Growth Strength ETF position as of Q3 2025 after selling out during the quarter.
  • Sunbelt Securities sold 25 First Trust SMID Growth Strength ETF shares in Q3 2025, an estimated $743.
  • Sunbelt Securities first reported a position in First Trust SMID Growth Strength ETF in Q1 2024 and held it in 5 quarters.
  • Sunbelt Securities's First Trust SMID Growth Strength ETF position peaked at $755 in Q3 2024.
  • 13 funds tracked by Wall St. Rank held First Trust SMID Growth Strength ETF as of Q3 2025.

Based on Sunbelt Securities's 13F filing for Q3 2025, filed 19 Nov 2025.