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FSCS

First Trust SMID Capital Strength ETF

28 hedge funds and large institutions have $32.1M invested in First Trust SMID Capital Strength ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

80% more capital invested

Capital invested by funds: $17.8M → $32.1M (+$14.3M)

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

27% more funds holding

Funds holding: 2228 (+6)

8.86% more ownership

Funds ownership: 68.64%77.5% (+8.9%)

Holders
28
Holders Change
+6
Holders Change %
+27.27%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
6
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
1
NewEdge Advisors
Louisiana
$12.4M +$9.13M +263,018 +312%
LPL Financial
2
LPL Financial
California
$11.7M +$651K +18,770 +6%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.56M +$1.51M +43,643 New
Osaic Holdings
4
Osaic Holdings
Arizona
$1.48M +$1.03M +29,653 +255%
BIM
5
Bullseye Investment Management
Ohio
$1.06M
FPWM
6
FSB Premier Wealth Management
Iowa
$654K +$35 +1 +0%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$611K +$374K +10,775 +170%
AA
8
Armis Advisers
Georgia
$426K +$163K +4,687 New
Two Sigma Investments
9
Two Sigma Investments
New York
$361K +$350K +10,100 New
KAS
10
Kestra Advisory Services
Texas
$306K +$297K +8,573 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$275K -$7.29K -210 -3%
IAIM
12
International Assets Investment Management
Florida
$217K
SA
13
Sanctuary Advisors
Indiana
$217K +$210K +6,058 New
PAG
14
Private Advisor Group
New Jersey
$211K +$205K +5,894 New
HI
15
Harbour Investments
Wisconsin
$167K
ACA
16
Aptus Capital Advisors
Alabama
$96.7K
MAS
17
MPWM Advisory Solutions
Georgia
$58.5K
NS
18
NBC Securities
Alabama
$49K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$40K +$1.46K +42 +4%
GWSG
20
GPS Wealth Strategies Group
Colorado
$39.3K
GRP
21
Global Retirement Partners
California
$35K +$34K +980 New
AF
22
Allworth Financial
California
$31.2K
PB
23
Pinnacle Bancorp
Nebraska
$31.2K
GWM
24
Geneos Wealth Management
Colorado
$21.4K -$93.7K -2,700 -82%
UBS Group
25
UBS Group
Switzerland
$2.29K -$21.4K -617 -91%

FSCS Hedge Fund Activity: Q2 2025 in Review

28 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust SMID Capital Strength ETF (FSCS) for Q2 2025, worth a combined $32.1M — up 80% from $17.8M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FSCS positions and 2 closed out — a net gain of 6 holders — while 6 added to existing stakes and 4 trimmed.

The largest buyer was NewEdge Advisors, adding an estimated $9.13M. The largest seller was Goldman Sachs, exiting entirely with an estimated $550K sold.

  • 28 institutional investors held First Trust SMID Capital Strength ETF (FSCS) as of Q2 2025, up from 22 in Q1 2025.
  • Funds reported $32.1M of First Trust SMID Capital Strength ETF stock for Q2 2025, up 80% quarter-over-quarter.
  • 8 funds opened new First Trust SMID Capital Strength ETF positions in Q2 2025 and 2 closed out, a net change of +6 holders.
  • The largest First Trust SMID Capital Strength ETF buyer in Q2 2025 was NewEdge Advisors, an estimated $9.13M added.
  • The largest First Trust SMID Capital Strength ETF seller in Q2 2025 was Goldman Sachs, an estimated $550K sold.

Based on aggregated 13F filings for Q2 2025.