JO
FSCS

John Overdeck’s First Trust SMID Capital Strength ETF FSCS Stock Holding History

John Overdeck’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
Q2 		$526K Sell
14,300
-1,200
-8% -$43.1K ﹤0.01% 4126
2026
Q1 		$546K Hold
15,500
– – ﹤0.01% 3686
2025
Q4 		$554K Buy
15,500
+3,300
+27% +$118K ﹤0.01% 3247
2025
Q3 		$448K Buy
12,200
+2,100
+21% +$76.8K ﹤0.01% 3030
2025
Q2 		$361K Buy
+10,100
New +$350K ﹤0.01% 2724

Other funds holding FSCS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 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 $85.1B AUM 27.35% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
FPWM
FSB Premier Wealth Management Waterloo, Iowa $355M AUM 19.62% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

John Overdeck's FSCS Position: Q2 2026 in Review

John Overdeck reduced its First Trust SMID Capital Strength ETF (FSCS) stake by 7.7% in Q2 2026, selling an estimated $43.1K and leaving 14,300 shares worth $526K. The position accounts for ﹤0.01% of the portfolio, ranked #4126.

John Overdeck first reported a position in FSCS in Q2 2025 and has held it in 5 quarters since. The position peaked at $554K in Q4 2025. 27 funds tracked by Wall St. Rank hold FSCS as of Q2 2026.

  • John Overdeck held 14,300 shares of First Trust SMID Capital Strength ETF worth $526K as of Q2 2026.
  • John Overdeck sold 1,200 First Trust SMID Capital Strength ETF shares in Q2 2026, an estimated $43.1K.
  • First Trust SMID Capital Strength ETF made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #4126 holding.
  • John Overdeck first reported a position in First Trust SMID Capital Strength ETF in Q2 2025 and has held it in 5 quarters since.
  • John Overdeck's First Trust SMID Capital Strength ETF position peaked at $554K in Q4 2025.
  • 27 funds tracked by Wall St. Rank held First Trust SMID Capital Strength ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.