First Trust SMID Capital Strength ETF
FSCS
9 hedge funds and large institutions have $5.24M invested in First Trust SMID Capital Strength ETF in 2018 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 0 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
197% more capital invested
Capital invested by funds: $1.76M → $5.24M (+$3.48M)
50% more funds holding
Funds holding: 6 → 9 (+3)
26.98% more ownership
Funds ownership: 19.71% → 46.68% (+27%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$3.53M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$452K |
| 3 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$138K |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$91.8K |
| 5 |
LPL Financial
San Diego,
California
|
+$71K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$219K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $3.21M | +$3.53M | +172,189 | New |
|
|
2
LPL Financial
San Diego,
California
| $650K | +$71K | +3,465 | +11% |
|
|
3
Citadel Advisors
Miami,
Florida
| $410K | +$452K | +22,064 | New |
|
|
4
Jane Street
New York
| $394K | -$219K | -10,694 | -34% |
|
|
MIAN
5
Mariner Independent Advisor Network
Overland Park,
Kansas
| $367K | +$138K | +6,711 | +57% |
|
|
ASN
6
Advisory Services Network
Atlanta,
Georgia
| $84K | +$91.8K | +4,480 | New |
|
|
LTFS
7
Ladenburg Thalmann Financial Services
Miami,
Florida
| $71K | +$62.4K | +3,046 | +406% |
|
|
GWM
8
Geneos Wealth Management
Englewood,
Colorado
| $51K | – | – | – |
|
|
APA
9
American Portfolios Advisors
Holbrook,
New York
| $6.62K | – | – | – |
|
FSCS Hedge Fund Activity: Q4 2018 in Review
9 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in First Trust SMID Capital Strength ETF (FSCS) for Q4 2018, worth a combined $5.24M — up 197% from $1.76M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new FSCS positions and 0 closed out — a net gain of 3 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Carson Wealth (CWM LLC), opening a new position worth an estimated $3.53M. The largest seller was Jane Street, cutting an estimated $219K.
- 9 institutional investors held First Trust SMID Capital Strength ETF (FSCS) as of Q4 2018, up from 6 in Q3 2018.
- Funds reported $5.24M of First Trust SMID Capital Strength ETF stock for Q4 2018, up 197% quarter-over-quarter.
- 3 funds opened new First Trust SMID Capital Strength ETF positions in Q4 2018 and 0 closed out, a net change of +3 holders.
- The largest First Trust SMID Capital Strength ETF buyer in Q4 2018 was Carson Wealth (CWM LLC), an estimated $3.53M added.
- The largest First Trust SMID Capital Strength ETF seller in Q4 2018 was Jane Street, an estimated $219K sold.
Based on aggregated 13F filings for Q4 2018.