First Trust SMID Capital Strength ETF
FSCS
14 hedge funds and large institutions have $3.5M invested in First Trust SMID Capital Strength ETF in 2019 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 2 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
56% more capital invested
Capital invested by funds: $2.25M → $3.5M (+$1.25M)
27% more funds holding
Funds holding: 11 → 14 (+3)
13.81% more ownership
Funds ownership: 15.04% → 28.85% (+14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
+$465K |
| 2 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$279K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$264K |
| 4 |
LPL Financial
San Diego,
California
|
+$96.4K |
| 5 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$31.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWA
Clarus Wealth Advisors
Peoria,
Arizona
|
-$11K |
| 2 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
-$7.92K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$3K |
FSCS Hedge Fund Activity: Q2 2019 in Review
14 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in First Trust SMID Capital Strength ETF (FSCS) for Q2 2019, worth a combined $3.5M — up 56% from $2.25M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new FSCS positions and 2 closed out — a net gain of 3 holders — while 4 added to existing stakes and 1 trimmed.
The largest buyer was Level Four Advisory Services, opening a new position worth an estimated $465K. The largest seller was Clarus Wealth Advisors, exiting entirely with an estimated $11K sold.
- 14 institutional investors held First Trust SMID Capital Strength ETF (FSCS) as of Q2 2019, up from 11 in Q1 2019.
- Funds reported $3.5M of First Trust SMID Capital Strength ETF stock for Q2 2019, up 56% quarter-over-quarter.
- 5 funds opened new First Trust SMID Capital Strength ETF positions in Q2 2019 and 2 closed out, a net change of +3 holders.
- The largest First Trust SMID Capital Strength ETF buyer in Q2 2019 was Level Four Advisory Services, an estimated $465K added.
- The largest First Trust SMID Capital Strength ETF seller in Q2 2019 was Clarus Wealth Advisors, an estimated $11K sold.
Based on aggregated 13F filings for Q2 2019.