Skip to content
Disclosery

FTGS FIRST TR EXCHANGE-TRADED FD

Follow

GROWTH STRENGTH (fund)

155 managers (158 13F filers) reported a position in FTGS shares at 2024-12-31, 21,522,834 shares in all. 29 filers opened a position and 12 filers sold out during the quarter.

Managers
155
13F filers
158
New
29
Added
85
Reduced
23
Sold out
12
Shares held by filers
21,522,834

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC3,812,706$120M0.05%+945,82313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,567,136$49.2M+451,809Timeline
CWM, LLCin group CWM, LLC1,011,282$31.8M0.13%+515,81313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC984,173$30.9M0.01%13F-HR/ATimelineGroup
Cetera Investment Advisers947,651$29.8M0.06%+137,05913F-HRTimeline
Cambridge Investment Research Advisors,…893,102$28M0.09%+74,00413F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding861,720$27.1M-11,515Timeline
COMMONWEALTH EQUITY SERVICES, LLC709,039$22.3M0.03%+280,84613F-HRTimeline
Prospera Financial Services Inc472,441$14.8M0.35%+36,16613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP459,281$14.4M0.02%-2,70213F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC443,822$13.9M0.04%+148,96613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.434,269$13.6M0.03%+111,81613F-HR/ATimelineGroup
ODonnell Financial Services, LLC422,023$13M5.44%+36,30513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY402,457$12.6M<0.01%+269,60213F-HR/ATimelineGroup
Integrated Wealth Concepts LLC392,603$12.3M0.14%+172,19813F-HRTimeline
Private Advisor Group, LLC337,660$10.6M0.06%+30,59913F-HRTimeline
PARK NATIONAL CORP /OH/326,071$10.2M0.38%-1,81913F-HRTimeline
Atria Wealth Solutions, Inc.260,090$8.17M0.09%+9,18413F-HRTimeline
RiverTree Advisors, LLC252,428$7.93M5.21%-14,41213F-HRTimeline
POM Investment Strategies, LLC247,162$7.76M5.85%+6,49013F-HRTimeline
Hobart Private Capital, LLC200,125$6.28M1.56%+8,00913F-HRTimeline
Sigma Planning Corp198,903$6.25M0.2%+29,61413F-HRTimeline
AE Wealth Management LLC194,531$6.11M0.05%+40,23713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA193,538$6.08M<0.01%-15,21213F-HRTimelineGroup
KPP Advisory Services LLC189,719$5.96M1.4%+2,36813F-HRTimeline
MML INVESTORS SERVICES, LLC175,347$5.51M0.02%+92,38913F-HRTimeline
EWG Elevate Inc.173,825$5.46M1.66%+8,17613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp173,344$5.44M<0.01%+28,33613F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …168,755$5.3M0.45%new13F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.160,212$5.03M0.03%+50,69513F-HRTimeline
NewEdge Advisors, LLC158,499$4.98M0.03%+70,02213F-HRTimeline
WEST MICHIGAN ADVISORS, LLC154,956$4.87M1.47%-2,41813F-HRTimeline
San Luis Wealth Advisors LLC154,784$4.86M0.92%+77613F-HRTimeline
Good Life Advisors, LLC147,658$4.64M0.34%+31,23113F-HRTimeline
N.E.W. Advisory Services LLC147,164$4.62M0.44%new13F-HRTimeline
Atria Investments, Inc129,557$4.07M0.05%+24,93513F-HRTimeline
PCG Wealth Advisors, LLC128,288$4.03M1.49%+3,55813F-HRTimeline
Janney Montgomery Scott LLC124,861$3.92M0.01%+52,90513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC113,520$3.56M0.05%+59,15713F-HRTimelineGroup
Orion Porfolio Solutions, LLC113,346$3.56M0.04%+42,10013F-HRTimeline
Orion Portfolio Solutions, LLC113,346$3.56M0.04%+42,10013F-HRTimeline
IFP Advisors, Inc112,659$3.54M0.12%+73,87613F-HRTimeline
Snowden Capital Advisors LLC108,598$3.41M0.11%+46,72913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.106,867$3.36M0.01%new13F-HRTimelineGroup
IAMS WEALTH MANAGEMENT, LLC104,562$3.28M1.5%+5,37813F-HRTimeline
Secure Asset Management, LLC95,561$3M0.46%+5,08913F-HRTimeline
Merit Financial Group, LLC91,297$2.87M0.05%new13F-HRTimeline
TAP Consulting, LLC81,504$2.56M0.52%+10013F-HRTimeline
Sanctuary Advisors, LLC73,187$2.41M0.02%+17,34313F-HRTimeline
HARBOUR INVESTMENTS, INC.75,095$2.36M0.07%+13,65613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC74,188$2.33M0.02%+25,62513F-HRTimelineGroup
CLG LLC73,384$2.3M0.82%13F-HRTimeline
Belpointe Asset Management LLC71,551$2.24M0.13%+20113F-HRTimeline
SYNOVUS FINANCIAL CORP71,153$2.23M0.03%+14,34813F-HRTimeline
Gateway Wealth Partners, LLC68,275$2.14M0.56%+30,50313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV67,344$2.11M0.17%-1,86113F-HRTimeline
Maia Wealth LLC60,230$1.97M0.42%-3,16713F-HRTimeline
CoreCap Advisors, LLC61,977$1.95M0.09%new13F-HRTimeline
Proactive Wealth Strategies LLC61,276$1.92M1%+6,96213F-HRTimeline
Boyce & Associates Wealth Consulting, I…60,948$1.91M1.94%+31,20113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…56,066$1.76M<0.01%-43,54413F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV55,079$1.73M0.13%+26,16513F-HRTimeline
IFG Advisory, LLC54,895$1.72M0.1%+13,80213F-HRTimeline
NewEdge Wealth, LLC54,608$1.71M0.03%+22,77413F-HRTimeline
Moors & Cabot, Inc.51,399$1.61M0.08%+13,08613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC48,745$1.53M0.05%+24,30613F-HRTimeline
Kapstone Financial Advisors LLC46,525$1.52M0.81%-60313F-HRTimeline
Comprehensive Financial Consultants Ins…47,539$1.49M0.54%-1,79713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP45,874$1.44M<0.01%+13,94613F-HRTimelineGroup
Pinnacle Family Advisors, LLC45,527$1.43M0.69%+22,12213F-HRTimeline
PFG Advisors44,554$1.4M0.09%+36,75113F-HRTimeline
Foundations Investment Advisors, LLC42,243$1.33M0.03%new13F-HRTimeline
Altus Wealth Group LLC40,332$1.27M0.56%new13F-HRTimeline
Golden State Wealth Management, LLC36,411$1.14M0.17%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…29,650$986K0.06%+4,07413F-HRTimeline
D.A. DAVIDSON & CO.31,354$985K0.01%+13,46513F-HRTimeline
Legacy Investment Solutions, LLC29,898$972K0.64%+20,49213F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…29,898$972K0.64%+20,49213F-HRTimelineGroup
Herold Advisors, Inc.29,524$927K0.2%+1113F-HRTimeline
Mach-1 Financial Group, LLC29,464$925K1.67%-317,06713F-HRTimeline
Western Wealth Management, LLC25,360$796K0.05%-56913F-HR/ATimeline
Onyx Bridge Wealth Group LLC21,683$681K0.1%-24,52213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC20,755$652K<0.01%+7,57513F-HRTimelineGroup
RFG Advisory, LLC19,863$624K0.02%+12,63213F-HRTimeline
HBW ADVISORY SERVICES LLC19,566$614K0.06%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.19,178$602K0.23%+1,08413F-HRTimeline
Ergawealth Advisors, Inc.18,905$594K0.29%+78513F-HRTimeline
Centennial Wealth Advisory LLC18,672$586K0.23%+5,83113F-HRTimeline
Global Retirement Partners, LLC18,449$579K0.02%+6,08813F-HRTimeline
Barry Investment Advisors, LLC17,934$563K0.18%+75113F-HRTimeline
Steward Partners Investment Advisory, L…17,443$548K<0.01%+14,04713F-HRTimeline
Mariner, LLCin group Mariner, LLC17,430$547K<0.01%+8,09913F-HRTimelineGroup
Wealth Watch Advisors, INC15,753$495K0.31%13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.15,219$478K0.03%+79213F-HR/ATimelineGroup
Purus Wealth Management, LLC14,717$462K0.18%-14,07013F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.14,441$453K0.18%+70913F-HRTimeline
ABLE Financial Group, LLC13,941$438K0.13%+5,94313F-HRTimeline
WPG Advisers, LLC13,342$419K0.39%13F-HRTimeline
GeoWealth Management, LLC13,233$416K0.01%-14,82513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…13,060$410K0.03%new13F-HRTimeline
Impact Partnership Wealth, LLC12,566$395K0.08%+3,58413F-HRTimeline
Perigon Wealth Management, LLC12,152$393K0.01%new13F-HRTimeline
Arkadios Wealth Advisors12,165$382K0.02%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC12,133$381K0.01%+4,86313F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC12,025$378K0.01%new13F-HRTimelineGroup
Redhawk Wealth Advisors, Inc.11,600$364K0.05%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED11,229$353K0.03%+11013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.10,518$330K<0.01%+86013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,392$326K<0.01%-32,52613F-HRTimelineGroup
Morey & Quinn Wealth Partners, LLC9,060$284K0.24%13F-HRTimeline
Arax Advisory Partners8,043$253K0.02%new13F-HRTimeline
LaSalle St. Investment Advisors, LLC7,967$250K0.08%new13F-HRTimeline
Harvest Investment Services, LLC7,618$239K0.06%new13F-HRTimeline
MGO ONE SEVEN LLC7,611$239K0.01%+8513F-HRTimeline
Clarity Capital Partners LLC7,591$238K0.12%new13F-HRTimeline
Geneos Wealth Management Inc.7,362$231K0.01%new13F-HRTimeline
DAVENPORT & Co LLC7,094$223K<0.01%-2,17613F-HRTimeline
American Institute for Advanced Investm…6,790$213K0.16%-3,98513F-HRTimeline
PRIVATE CLIENT SERVICES, LLC6,752$212K0.11%new13F-HRTimeline
J.W. COLE ADVISORS, INC.6,629$208K0.01%+613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…6,580$207K<0.01%013F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.6,413$201K0.01%new13F-HRTimelineGroup
ORG Partners LLC6,000$188K0.03%new13F-HRTimeline
Synergy Investment Management, LLC5,751$181K0.08%13F-HRTimeline
Medallion Wealth Advisors, LLC5,700$179K0.09%13F-HRTimeline
EPG Wealth Management LLC5,014$157K0.04%+1113F-HRTimeline
Aptus Capital Advisors, LLC4,892$154K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC4,019$126K0.01%+1,02113F-HRTimeline
REAP Financial Group, LLC2,832$88.9K0.02%+1,26913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,255$70.8K<0.01%+1,85613F-HRTimelineGroup
Pinnacle Bancorp, Inc.2,086$65.5K0.02%013F-HRTimeline
FMR LLCin group FMR LLC1,608$50.5K<0.01%-113F-HRTimelineGroup
FLP Wealth Management, LLC1,392$43.7K0.11%13F-HRTimeline
ALBION FINANCIAL GROUP /UT1,333$41.9K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC1,316$41.3K0.01%013F-HRTimeline
Avior Wealth Management, LLC1,110$34.9K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…915$28.7K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…760$23.9K<0.01%-14013F-HRTimelineGroup
PRIVATE TRUST CO NA754$23.7K<0.01%+14313F-HRTimeline
WINTRUST INVESTMENTS LLC727$22K0.02%+8013F-HRTimeline
GAMMA Investing LLC596$18.7K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.496$16.1K0.01%13F-HRTimeline
VSM Wealth Advisory, LLC503$15.8K0.01%13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC500$15.7K<0.01%new13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC444$13.9K<0.01%new13F-HRTimeline
Sugarloaf Wealth Management, LLC389$12.2K<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.373$11.7K0.01%13F-HRTimeline
Blue Trust, Inc.370$11.6K<0.01%new13F-HR/ATimeline
Transce3nd, LLC312$9.8K<0.01%13F-HRTimeline
Allworth Financial LP150$5K<0.01%new13F-HRTimeline
Wagner Wealth Management, LLC103$3.24K<0.01%+4713F-HRTimeline
Capital A Wealth Management, LLC100$3.14K0.01%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP95$2.98K<0.01%new13F-HRTimelineGroup
PSI Advisors, LLC68$2.14K<0.01%-2113F-HRTimeline
LANARK FINANCIAL, INC.2$770.01%-2,45213F-HRTimeline