World Equity Group
FTGS icon

World Equity Group’s First Trust Growth Strength ETF FTGS Stock Holding History

World Equity Group’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 		– Sell
-179,868
Closed -$5.49M – 283
2024
Q2 		$5.49M Buy
179,868
+172,724
+2,418% +$5.18M 1.64% 8
2024
Q1 		$219K Sell
7,144
-30,187
-81% -$868K 0.05% 285
2023
Q4 		$1.02M Buy
+37,331
New +$933K 0.2% 113

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 22.9% 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
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Raymond James Financial Services Advisors
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
Prospera Financial Services
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

World Equity Group's FTGS Position: Q3 2024 in Review

World Equity Group sold out of First Trust Growth Strength ETF (FTGS) in Q3 2024, closing a stake of 179,868 shares — an estimated $5.49M sold.

World Equity Group first reported a position in FTGS in Q4 2023 and held it in 3 quarters. The position peaked at $5.49M in Q2 2024. 130 funds tracked by Wall St. Rank hold FTGS as of Q3 2024.

  • World Equity Group reported no remaining First Trust Growth Strength ETF position as of Q3 2024 after selling out during the quarter.
  • World Equity Group sold 179,868 First Trust Growth Strength ETF shares in Q3 2024, an estimated $5.49M.
  • World Equity Group first reported a position in First Trust Growth Strength ETF in Q4 2023 and held it in 3 quarters.
  • World Equity Group's First Trust Growth Strength ETF position peaked at $5.49M in Q2 2024.
  • 130 funds tracked by Wall St. Rank held First Trust Growth Strength ETF as of Q3 2024.

Based on World Equity Group's 13F filing for Q3 2024, filed 30 Oct 2024.