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FSCS

First Trust SMID Capital Strength ETF

19 hedge funds and large institutions have $97.2M invested in First Trust SMID Capital Strength ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,277% more capital invested

Capital invested by funds: $7.06M → $97.2M (+$90.1M)

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

12% more funds holding

Funds holding: 1719 (+2)

3.42% less ownership

Funds ownership: 52.25%48.84% (-3.4%)

60% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 10

Holders
19
Holders Change
+2
Holders Change %
+11.76%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
4
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
M1FG
1
Mach-1 Financial Group
Arkansas
$91.2M +$93.5K +3,302 New
LPL Financial
2
LPL Financial
California
$1.83M -$1.52M -53,665 -45%
SOS
3
Silver Oak Securities
Tennessee
$945K -$10K -354 -1%
FPWM
4
FSB Premier Wealth Management
Iowa
$604K -$87.4K -3,086 -12%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$427K +$437K +15,451 New
OIA
6
OneDigital Investment Advisors
Kansas
$344K -$24.4K -861 -6%
AWS
7
Atria Wealth Solutions
New York
$299K -$18.5K -652 -6%
AFO
8
Arrowroot Family Office
California
$280K +$287K +10,123 New
Citadel Advisors
9
Citadel Advisors
Florida
$235K -$299K -10,556 -55%
FAIM
10
Financial Advocates Investment Management
Washington
$229K -$37.4K -1,323 -14%
Osaic Holdings
11
Osaic Holdings
Arizona
$218K +$3.48K +123 +2%
Mariner
12
Mariner
Kansas
$208K
AIP
13
Ahrens Investment Partners
Louisiana
$90.4K +$92.6K +3,273 New
UBS Group
14
UBS Group
Switzerland
$81.7K +$27.8K +983 +50%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$47K -$453 -16 -0.9%
GRP
16
Global Retirement Partners
California
$41.6K +$2.83K +100 +7%
BAM
17
Belpointe Asset Management
Nevada
$34.7K -$5.15K -182 -13%
HI
18
Harbour Investments
Wisconsin
$33.9K -$1.67K -59 -5%
GWM
19
Geneos Wealth Management
Colorado
$27.6K +$8.49K +300 +43%
Wells Fargo
20
Wells Fargo
California
$8 -$28 -1 Closed
IA
21
IFP Advisors
Florida
-$96K -4,393 Closed

FSCS Hedge Fund Activity: Q1 2023 in Review

19 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in First Trust SMID Capital Strength ETF (FSCS) for Q1 2023, worth a combined $97.2M — up 1,277% from $7.06M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new FSCS positions and 2 closed out — a net gain of 2 holders — while 4 added to existing stakes and 10 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $437K. The largest seller was LPL Financial, cutting an estimated $1.52M.

  • 19 institutional investors held First Trust SMID Capital Strength ETF (FSCS) as of Q1 2023, up from 17 in Q4 2022.
  • Funds reported $97.2M of First Trust SMID Capital Strength ETF stock for Q1 2023, up 1,277% quarter-over-quarter.
  • 4 funds opened new First Trust SMID Capital Strength ETF positions in Q1 2023 and 2 closed out, a net change of +2 holders.
  • The largest First Trust SMID Capital Strength ETF buyer in Q1 2023 was Susquehanna International Group, an estimated $437K added.
  • The largest First Trust SMID Capital Strength ETF seller in Q1 2023 was LPL Financial, an estimated $1.52M sold.

Based on aggregated 13F filings for Q1 2023.