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FSCS

First Trust SMID Capital Strength ETF
FSCS

13 hedge funds and large institutions have $11.4M invested in First Trust SMID Capital Strength ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 0 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

18% more funds holding

Funds holding: 11 → 13 (+2)

7.99% less ownership

Funds ownership: 70.52% → 62.53% (-8%)

26% less capital invested

Capital invested by funds: $15.4M → $11.4M (-$3.99M)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 5

Holders
13
Holders Change
+2
Holders Change %
+18.18%
% of All Funds
0.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
–
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$1.16M
2
AF
Allworth Financial
California
+$27.3K
3
Wells Fargo
Wells Fargo
California
+$13.2K
4
Morgan Stanley
Morgan Stanley
New York
+$31

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$4.29M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.09M
3
AWS
Atria Wealth Solutions
New York
-$267K
4
Osaic Holdings
Osaic Holdings
Arizona
-$127K
5
UBS Group
UBS Group
Switzerland
-$41.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$8.68M -$4.29M -137,149 -34%
Citadel Advisors
2
Citadel Advisors
Florida
$1.23M +$1.16M +37,041 New
FPWM
3
FSB Premier Wealth Management
Iowa
$617K -$32.4K -1,036 -5%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$428K -$1.09M -34,819 -73%
Mariner
5
Mariner
Kansas
$201K -$33.4K -1,069 -15%
GRP
6
Global Retirement Partners
California
$68.2K – – –
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$55K – – –
GWM
8
Geneos Wealth Management
Colorado
$36.4K – – –
AF
9
Allworth Financial
California
$28.9K +$27.3K +873 New
HI
10
Harbour Investments
Wisconsin
$28.4K – – –
Wells Fargo
11
Wells Fargo
California
$13.9K +$13.2K +421 New
UBS Group
12
UBS Group
Switzerland
$2.09K -$41.7K -1,334 -95%
Morgan Stanley
13
Morgan Stanley
New York
$33 +$31 +1 New
AWS
14
Atria Wealth Solutions
New York
– -$267K -8,558 Closed
Osaic Holdings
15
Osaic Holdings
Arizona
– -$127K -4,072 Closed

FSCS Hedge Fund Activity: Q1 2024 in Review

13 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in First Trust SMID Capital Strength ETF (FSCS) for Q1 2024, worth a combined $11.4M — down 26% from $15.4M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new FSCS positions and 2 closed out — a net gain of 2 holders — while 0 added to existing stakes and 5 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.16M. The largest seller was LPL Financial, cutting an estimated $4.29M.

  • 13 institutional investors held First Trust SMID Capital Strength ETF (FSCS) as of Q1 2024, up from 11 in Q4 2023.
  • Funds reported $11.4M of First Trust SMID Capital Strength ETF stock for Q1 2024, down 26% quarter-over-quarter.
  • 4 funds opened new First Trust SMID Capital Strength ETF positions in Q1 2024 and 2 closed out, a net change of +2 holders.
  • The largest First Trust SMID Capital Strength ETF buyer in Q1 2024 was Citadel Advisors, an estimated $1.16M added.
  • The largest First Trust SMID Capital Strength ETF seller in Q1 2024 was LPL Financial, an estimated $4.29M sold.

Based on aggregated 13F filings for Q1 2024.