First Trust SMID Capital Strength ETF
FSCS
24 hedge funds and large institutions have $14.8M invested in First Trust SMID Capital Strength ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 1 closing their positions.
700% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 1
41% more funds holding
Funds holding: 17 → 24 (+7)
6% more capital invested
Capital invested by funds: $14M → $14.8M (+$797K)
1.67% less ownership
Funds ownership: 65.9% → 64.23% (-1.7%)
20% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.36M |
| 2 |
BIM
Bullseye Investment Management
Cincinnati,
Ohio
|
+$707K |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$270K |
| 4 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$211K |
| 5 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$206K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.51M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$735K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$19.5K |
| 4 |
GRP
Global Retirement Partners
San Rafael,
California
|
-$12.4K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.73K |
FSCS Hedge Fund Activity: Q4 2024 in Review
24 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in First Trust SMID Capital Strength ETF (FSCS) for Q4 2024, worth a combined $14.8M — up 5.7% from $14M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FSCS positions and 1 closed out — a net gain of 7 holders — while 4 added to existing stakes and 5 trimmed.
The largest buyer was LPL Financial, adding an estimated $1.36M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.51M sold.
- 24 institutional investors held First Trust SMID Capital Strength ETF (FSCS) as of Q4 2024, up from 17 in Q3 2024.
- Funds reported $14.8M of First Trust SMID Capital Strength ETF stock for Q4 2024, up 5.7% quarter-over-quarter.
- 8 funds opened new First Trust SMID Capital Strength ETF positions in Q4 2024 and 1 closed out, a net change of +7 holders.
- The largest First Trust SMID Capital Strength ETF buyer in Q4 2024 was LPL Financial, an estimated $1.36M added.
- The largest First Trust SMID Capital Strength ETF seller in Q4 2024 was Citadel Advisors, an estimated $1.51M sold.
Based on aggregated 13F filings for Q4 2024.