Envestnet Asset Management
FSCS

Envestnet Asset Management’s First Trust SMID Capital Strength ETF FSCS Stock Holding History

Envestnet Asset Management’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
2026
Q1 		$311K Buy
8,830
+405
+5% +$14.8K ﹤0.01% 4252
2025
Q4 		$301K Buy
8,425
+168
+2% +$6.01K ﹤0.01% 4036
2025
Q3 		$303K Buy
8,257
+550
+7% +$20.1K ﹤0.01% 4074
2025
Q2 		$275K Sell
7,707
-210
-3% -$7.29K ﹤0.01% 4070
2025
Q1 		$273K Buy
7,917
+375
+5% +$13.3K ﹤0.01% 3966
2024
Q4 		$267K Sell
7,542
-130
-2% -$4.73K ﹤0.01% 3948
2024
Q3 		$271K Buy
+7,672
New +$259K ﹤0.01% 3878

Other funds holding FSCS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
FPWM
FSB Premier Wealth Management Waterloo, Iowa $319M AUM 15.64% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Envestnet Asset Management's FSCS Position: Q1 2026 in Review

Envestnet Asset Management increased its First Trust SMID Capital Strength ETF (FSCS) stake by 4.8% in Q1 2026, buying an estimated $14.8K and bringing the position to 8,830 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #4252.

Envestnet Asset Management first reported a position in FSCS in Q3 2024 and has held it in 7 quarters since. 31 funds tracked by Wall St. Rank hold FSCS as of Q1 2026.

  • Envestnet Asset Management held 8,830 shares of First Trust SMID Capital Strength ETF worth $311K as of Q1 2026.
  • Envestnet Asset Management bought 405 First Trust SMID Capital Strength ETF shares in Q1 2026, an estimated $14.8K.
  • First Trust SMID Capital Strength ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #4252 holding.
  • Envestnet Asset Management first reported a position in First Trust SMID Capital Strength ETF in Q3 2024 and has held it in 7 quarters since.
  • 31 funds tracked by Wall St. Rank held First Trust SMID Capital Strength ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.