First Trust SMID Capital Strength ETF
FSCS
13 hedge funds and large institutions have $12.6M invested in First Trust SMID Capital Strength ETF in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 2 closing their positions.
148% more capital invested
Capital invested by funds: $5.07M → $12.6M (+$7.49M)
25.98% more ownership
Funds ownership: 44.11% → 70.09% (+26%)
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
7% less funds holding
Funds holding: 14 → 13 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$9.05M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$447K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$17.4K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.72K |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$2.88K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$968K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$412K |
| 3 |
FPWM
FSB Premier Wealth Management
Waterloo,
Iowa
|
-$62.4K |
| 4 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$29.1K |
| 5 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$2.62K |
FSCS Hedge Fund Activity: Q3 2023 in Review
13 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in First Trust SMID Capital Strength ETF (FSCS) for Q3 2023, worth a combined $12.6M — up 148% from $5.07M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of FSCS and 1 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 5 added.
The largest buyer was LPL Financial, adding an estimated $9.05M. The largest seller was Silver Oak Securities, exiting entirely with an estimated $968K sold.
- 13 institutional investors held First Trust SMID Capital Strength ETF (FSCS) as of Q3 2023, down from 14 in Q2 2023.
- Funds reported $12.6M of First Trust SMID Capital Strength ETF stock for Q3 2023, up 148% quarter-over-quarter.
- 1 fund opened new First Trust SMID Capital Strength ETF positions in Q3 2023 and 2 closed out, a net change of -1 holder.
- The largest First Trust SMID Capital Strength ETF buyer in Q3 2023 was LPL Financial, an estimated $9.05M added.
- The largest First Trust SMID Capital Strength ETF seller in Q3 2023 was Silver Oak Securities, an estimated $968K sold.
Based on aggregated 13F filings for Q3 2023.