First Trust SMID Capital Strength ETF
FSCS
18 hedge funds and large institutions have $13.2M invested in First Trust SMID Capital Strength ETF in 2021 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
10% more capital invested
Capital invested by funds: $12M → $13.2M (+$1.25M)
6% more funds holding
Funds holding: 17 → 18 (+1)
1.25% less ownership
Funds ownership: 59.4% → 58.15% (-1.2%)
50% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$535K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$269K |
| 3 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
+$207K |
| 4 |
SAM
SignalPoint Asset Management
Springfield,
Missouri
|
+$153K |
| 5 |
FPWM
FSB Premier Wealth Management
Waterloo,
Iowa
|
+$23.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$245K |
| 2 |
IA
IFG Advisory
Atlanta,
Georgia
|
-$232K |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$74.8K |
| 4 |
MOS
MGO One Seven
Beachwood,
Ohio
|
-$14.9K |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$8.94K |
FSCS Hedge Fund Activity: Q4 2021 in Review
18 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in First Trust SMID Capital Strength ETF (FSCS) for Q4 2021, worth a combined $13.2M — up 10% from $12M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new FSCS positions and 2 closed out — a net gain of 1 holder — while 4 added to existing stakes and 8 trimmed.
The largest buyer was LPL Financial, adding an estimated $535K. The largest seller was Citadel Advisors, cutting an estimated $245K.
- 18 institutional investors held First Trust SMID Capital Strength ETF (FSCS) as of Q4 2021, up from 17 in Q3 2021.
- Funds reported $13.2M of First Trust SMID Capital Strength ETF stock for Q4 2021, up 10% quarter-over-quarter.
- 3 funds opened new First Trust SMID Capital Strength ETF positions in Q4 2021 and 2 closed out, a net change of +1 holder.
- The largest First Trust SMID Capital Strength ETF buyer in Q4 2021 was LPL Financial, an estimated $535K added.
- The largest First Trust SMID Capital Strength ETF seller in Q4 2021 was Citadel Advisors, an estimated $245K sold.
Based on aggregated 13F filings for Q4 2021.