ZIMP
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Zimmermann Investment Management & Planning’s First Trust Growth Strength ETF FTGS Stock Holding History

Zimmermann Investment Management & Planning’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
Q4 		– Sell
-115,148
Closed -$3.59M – 46
2024
Q3 		$3.59M Buy
115,148
+67,169
+140% +$2.05M 1.1% 26
2024
Q2 		$1.46M Buy
47,979
+37,963
+379% +$1.14M 0.49% 47
2024
Q1 		$308K Buy
+10,016
New +$288K 0.11% 108

Other funds holding FTGS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Zimmermann Investment Management & Planning's FTGS Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of First Trust Growth Strength ETF (FTGS) in Q4 2024, closing a stake of 115,148 shares — an estimated $3.59M sold.

Zimmermann Investment Management & Planning first reported a position in FTGS in Q1 2024 and held it in 3 quarters. The position peaked at $3.59M in Q3 2024. 158 funds tracked by Wall St. Rank hold FTGS as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining First Trust Growth Strength ETF position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 115,148 First Trust Growth Strength ETF shares in Q4 2024, an estimated $3.59M.
  • Zimmermann Investment Management & Planning first reported a position in First Trust Growth Strength ETF in Q1 2024 and held it in 3 quarters.
  • Zimmermann Investment Management & Planning's First Trust Growth Strength ETF position peaked at $3.59M in Q3 2024.
  • 158 funds tracked by Wall St. Rank held First Trust Growth Strength ETF as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.