First Trust SMID Capital Strength ETF
FSCS
15 hedge funds and large institutions have $3.96M invested in First Trust SMID Capital Strength ETF in 2019 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 0 closing their positions.
15% more funds holding
Funds holding: 13 → 15 (+2)
11% more capital invested
Capital invested by funds: $3.56M → $3.96M (+$400K)
3.22% less ownership
Funds ownership: 29.19% → 25.96% (-3.2%)
20% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$442K |
| 2 |
LPL Financial
San Diego,
California
|
+$93.8K |
| 3 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$76K |
| 4 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
+$6.33K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.66K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$372K |
| 2 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$82K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$17.7K |
| 4 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$4.55K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
-$1.48K |
FSCS Hedge Fund Activity: Q4 2019 in Review
15 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in First Trust SMID Capital Strength ETF (FSCS) for Q4 2019, worth a combined $3.96M — up 11% from $3.56M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new FSCS positions and 0 closed out — a net gain of 2 holders — while 4 added to existing stakes and 5 trimmed.
The largest buyer was Independent Advisor Alliance, opening a new position worth an estimated $442K. The largest seller was Susquehanna International Group, cutting an estimated $372K.
- 15 institutional investors held First Trust SMID Capital Strength ETF (FSCS) as of Q4 2019, up from 13 in Q3 2019.
- Funds reported $3.96M of First Trust SMID Capital Strength ETF stock for Q4 2019, up 11% quarter-over-quarter.
- 2 funds opened new First Trust SMID Capital Strength ETF positions in Q4 2019 and 0 closed out, a net change of +2 holders.
- The largest First Trust SMID Capital Strength ETF buyer in Q4 2019 was Independent Advisor Alliance, an estimated $442K added.
- The largest First Trust SMID Capital Strength ETF seller in Q4 2019 was Susquehanna International Group, an estimated $372K sold.
Based on aggregated 13F filings for Q4 2019.