V Wealth Advisors’s First Trust SMID Capital Strength ETF FSCS Stock Holding History

V Wealth Advisors’s Portfolio FSCS Stock Details FSCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-18,437	Closed	-$444K	–	415
2022 Q3	$444K	Buy	18,437 +9,620	+109%	+$257K	0.09%	220
2022 Q2	$224K	Buy	+8,817	New	+$243K	0.04%	365

Other funds holding FSCS

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

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

FPWM

FSB Premier Wealth Management Waterloo, Iowa $319M AUM 15.64% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

V Wealth Advisors's FSCS Position: Q4 2022 in Review

V Wealth Advisors sold out of First Trust SMID Capital Strength ETF (FSCS) in Q4 2022, closing a stake of 18,437 shares — an estimated $444K sold.

V Wealth Advisors first reported a position in FSCS in Q2 2022 and held it in 2 quarters. The position peaked at $444K in Q3 2022. 17 funds tracked by Wall St. Rank hold FSCS as of Q4 2022.

V Wealth Advisors reported no remaining First Trust SMID Capital Strength ETF position as of Q4 2022 after selling out during the quarter.
V Wealth Advisors sold 18,437 First Trust SMID Capital Strength ETF shares in Q4 2022, an estimated $444K.
V Wealth Advisors first reported a position in First Trust SMID Capital Strength ETF in Q2 2022 and held it in 2 quarters.
V Wealth Advisors's First Trust SMID Capital Strength ETF position peaked at $444K in Q3 2022.
17 funds tracked by Wall St. Rank held First Trust SMID Capital Strength ETF as of Q4 2022.

Based on V Wealth Advisors's 13F filing for Q4 2022, filed 20 Jan 2023.