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FSCS

First Trust SMID Capital Strength ETF

22 hedge funds and large institutions have $17.8M invested in First Trust SMID Capital Strength ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 3

20% more capital invested

Capital invested by funds: $14.8M → $17.8M (+$3M)

4.41% more ownership

Funds ownership: 64.23%68.64% (+4.4%)

8% less funds holding

Funds holding: 2422 (-2)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
22
Holders Change
-2
Holders Change %
-8.33%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
11
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$10.7M +$539K +15,185 +5%
NA
2
NewEdge Advisors
Louisiana
$2.91M +$2.36M +66,615 +379%
BIM
3
Bullseye Investment Management
Ohio
$1.06M +$398K +11,220 +58%
FPWM
4
FSB Premier Wealth Management
Iowa
$632K -$12K -337 -2%
Goldman Sachs
5
Goldman Sachs
New York
$550K +$565K +15,927 New
Osaic Holdings
6
Osaic Holdings
Arizona
$402K +$207K +5,823 +100%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$273K +$13.3K +375 +5%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$219K +$994 +28 +0.4%
IAIM
9
International Assets Investment Management
Florida
$210K +$10K +282 +5%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$207K +$212K +5,980 New
HI
11
Harbour Investments
Wisconsin
$162K +$158K +4,441 +1,828%
GWM
12
Geneos Wealth Management
Colorado
$114K +$78.1K +2,200 +200%
ACA
13
Aptus Capital Advisors
Alabama
$93.5K
MAS
14
MPWM Advisory Solutions
Georgia
$56.5K
NS
15
NBC Securities
Alabama
$47K +$48.8K +1,374 +137,400%
GWSG
16
GPS Wealth Strategies Group
Colorado
$38K +$39K +1,100 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$37K -$8.34K -235 -18%
PB
18
Pinnacle Bancorp
Nebraska
$30.2K
AF
19
Allworth Financial
California
$29.5K
UBS Group
20
UBS Group
Switzerland
$23.5K -$34.8K -979 -59%
Morgan Stanley
21
Morgan Stanley
New York
$12.2K +$12.5K +351 +35,100%
GSWM
22
Golden State Wealth Management
California
$1.82K
Wells Fargo
23
Wells Fargo
California
$16 -$35 -1 Closed
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
-$734K -20,740 Closed
IAA
25
Independent Advisor Alliance
North Carolina
-$200K -5,662 Closed

FSCS Hedge Fund Activity: Q1 2025 in Review

22 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in First Trust SMID Capital Strength ETF (FSCS) for Q1 2025, worth a combined $17.8M — up 20% from $14.8M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of FSCS and 3 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 11 added.

The largest buyer was NewEdge Advisors, adding an estimated $2.36M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $734K sold.

  • 22 institutional investors held First Trust SMID Capital Strength ETF (FSCS) as of Q1 2025, down from 24 in Q4 2024.
  • Funds reported $17.8M of First Trust SMID Capital Strength ETF stock for Q1 2025, up 20% quarter-over-quarter.
  • 3 funds opened new First Trust SMID Capital Strength ETF positions in Q1 2025 and 4 closed out, a net change of -1 holder.
  • The largest First Trust SMID Capital Strength ETF buyer in Q1 2025 was NewEdge Advisors, an estimated $2.36M added.
  • The largest First Trust SMID Capital Strength ETF seller in Q1 2025 was Susquehanna International Group, an estimated $734K sold.

Based on aggregated 13F filings for Q1 2025.