Rockefeller Capital Management
FSCS

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

Rockefeller Capital 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 		$45.8K Hold
1,300
– – ﹤0.01% 3326
2025
Q4 		$46.5K Hold
1,300
– – ﹤0.01% 3111
2025
Q3 		$47.7K Buy
+1,300
New +$47.5K ﹤0.01% 2937

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

Rockefeller Capital Management's FSCS Position: Q1 2026 in Review

Rockefeller Capital Management held its First Trust SMID Capital Strength ETF (FSCS) position steady in Q1 2026 at 1,300 shares worth $45.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3326.

Rockefeller Capital Management first reported a position in FSCS in Q3 2025 and has held it in 3 quarters since. The position peaked at $47.7K in Q3 2025. 31 funds tracked by Wall St. Rank hold FSCS as of Q1 2026.

  • Rockefeller Capital Management held 1,300 shares of First Trust SMID Capital Strength ETF worth $45.8K as of Q1 2026.
  • Rockefeller Capital Management left its First Trust SMID Capital Strength ETF share count unchanged in Q1 2026.
  • First Trust SMID Capital Strength ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3326 holding.
  • Rockefeller Capital Management first reported a position in First Trust SMID Capital Strength ETF in Q3 2025 and has held it in 3 quarters since.
  • Rockefeller Capital Management's First Trust SMID Capital Strength ETF position peaked at $47.7K in Q3 2025.
  • 31 funds tracked by Wall St. Rank held First Trust SMID Capital Strength ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.