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

Sweet Financial Partners’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
Q3 		$9.72M Sell
311,260
-2,360
-0.8% -$72.1K 2.1% 9
2024
Q2 		$9.57M Buy
313,620
+1,004
+0.3% +$30.1K 2.19% 8
2024
Q1 		$9.6M Buy
+312,616
New +$8.99M 2.22% 8

Other funds holding FTGS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sweet Financial Partners's FTGS Position: Q3 2024 in Review

Sweet Financial Partners reduced its First Trust Growth Strength ETF (FTGS) stake by 0.75% in Q3 2024, selling an estimated $72.1K and leaving 311,260 shares worth $9.72M. The position accounts for 2.1% of the portfolio, ranked #9.

Sweet Financial Partners first reported a position in FTGS in Q1 2024 and has held it in 3 quarters since. 130 funds tracked by Wall St. Rank hold FTGS as of Q3 2024.

  • Sweet Financial Partners held 311,260 shares of First Trust Growth Strength ETF worth $9.72M as of Q3 2024.
  • Sweet Financial Partners sold 2,360 First Trust Growth Strength ETF shares in Q3 2024, an estimated $72.1K.
  • First Trust Growth Strength ETF made up 2.1% of Sweet Financial Partners's portfolio in Q3 2024, its #9 holding.
  • Sweet Financial Partners first reported a position in First Trust Growth Strength ETF in Q1 2024 and has held it in 3 quarters since.
  • 130 funds tracked by Wall St. Rank held First Trust Growth Strength ETF as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.