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FSCS

First Trust SMID Capital Strength ETF
FSCS

31 hedge funds and large institutions have $45M invested in First Trust SMID Capital Strength ETF in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

140% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 5

7% more capital invested

Capital invested by funds: $41.9M → $45M (+$3.04M)

7% more funds holding

Funds holding: 29 → 31 (+2)

1.77% more ownership

Funds ownership: 75.62% → 77.39% (+1.8%)

Holders
31
Holders Change
+2
Holders Change %
+6.9%
% of All Funds
0.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
12
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NA
NewEdge Advisors
Louisiana
+$1.59M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$937K
3
LPL Financial
LPL Financial
California
+$423K
4
EH
Equitable Holdings
New York
+$307K
5
IAA
Independent Advisor Alliance
North Carolina
+$238K

Top Sellers

Rank Fund Capital Flow
1
FPWM
FSB Premier Wealth Management
Iowa
-$16.4K
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$12.6K
3
MAS
MPWM Advisory Solutions
Georgia
-$10.1K
4
SPIA
Steward Partners Investment Advisory
New York
-$9.48K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$732
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$18.3M +$423K +11,571 +2%
NA
2
NewEdge Advisors
Louisiana
$14.7M +$1.59M +43,549 +12%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$3.44M +$22.5K +615 +0.6%
Osaic Holdings
4
Osaic Holdings
Arizona
$1.87M +$44K +1,203 +2%
EH
5
Equitable Holdings
New York
$1.06M +$307K +8,403 +40%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$902K +$937K +25,616 New
KAS
7
Kestra Advisory Services
Texas
$638K +$112K +3,071 +20%
FPWM
8
FSB Premier Wealth Management
Iowa
$629K -$16.4K -449 -2%
Two Sigma Investments
9
Two Sigma Investments
New York
$546K – – –
SA
10
Sanctuary Advisors
Indiana
$515K +$24.1K +659 +5%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$477K +$182K +4,968 +58%
PI
12
PFG Investments
New York
$363K – – –
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$311K +$14.8K +405 +5%
IAA
14
Independent Advisor Alliance
North Carolina
$229K +$238K +6,498 New
IAIM
15
International Assets Investment Management
Florida
$226K – – –
PAG
16
Private Advisor Group
New Jersey
$224K +$7.21K +197 +3%
HI
17
Harbour Investments
Wisconsin
$170K +$5.63K +154 +3%
ACA
18
Aptus Capital Advisors
Alabama
$96K +$293 +8 +0.3%
NS
19
NBC Securities
Alabama
$48.4K – – –
MAS
20
MPWM Advisory Solutions
Georgia
$47.8K -$10.1K -277 -17%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$45.8K – – –
AF
22
Allworth Financial
California
$30.7K – – –
PB
23
Pinnacle Bancorp
Nebraska
$30.7K – – –
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$30.6K -$12.6K -344 -28%
FFA
25
Farther Finance Advisors
California
$13.4K – – –
1
2

FSCS Hedge Fund Activity: Q1 2026 in Review

31 of the 8,134 institutional investors tracked by Wall St. Rank reported a position in First Trust SMID Capital Strength ETF (FSCS) for Q1 2026, worth a combined $45M — up 7.3% from $41.9M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new FSCS positions and 1 closed out — a net gain of 3 holders — while 12 added to existing stakes and 5 trimmed.

The largest buyer was NewEdge Advisors, adding an estimated $1.59M. The largest seller was FSB Premier Wealth Management, cutting an estimated $16.4K.

  • 31 institutional investors held First Trust SMID Capital Strength ETF (FSCS) as of Q1 2026, up from 29 in Q4 2025.
  • Funds reported $45M of First Trust SMID Capital Strength ETF stock for Q1 2026, up 7.3% quarter-over-quarter.
  • 4 funds opened new First Trust SMID Capital Strength ETF positions in Q1 2026 and 1 closed out, a net change of +3 holders.
  • The largest First Trust SMID Capital Strength ETF buyer in Q1 2026 was NewEdge Advisors, an estimated $1.59M added.
  • The largest First Trust SMID Capital Strength ETF seller in Q1 2026 was FSB Premier Wealth Management, an estimated $16.4K sold.

Based on aggregated 13F filings for Q1 2026.