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FSCS

First Trust SMID Capital Strength ETF

29 hedge funds and large institutions have $41.9M invested in First Trust SMID Capital Strength ETF in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 17 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

750% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 2

13% more capital invested

Capital invested by funds: $37.1M → $41.9M (+$4.81M)

0.55% more ownership

Funds ownership: 75.07%75.62% (+0.55%)

9% less funds holding

Funds holding: 3229 (-3)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
29
Holders Change
-3
Holders Change %
-9.38%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
17
Reduced
2
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$18.2M +$6.48M +181,008 +55%
NA
2
NewEdge Advisors
Louisiana
$13.3M +$366K +10,239 +3%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$3.47M +$226K +6,303 +7%
Osaic Holdings
4
Osaic Holdings
Arizona
$1.86M +$330K +9,229 +22%
EH
5
Equitable Holdings
New York
$757K +$489K +13,672 +183%
FPWM
6
FSB Premier Wealth Management
Iowa
$655K +$215 +6 +0%
Two Sigma Investments
7
Two Sigma Investments
New York
$554K +$118K +3,300 +27%
KAS
8
Kestra Advisory Services
Texas
$538K +$153K +4,262 +40%
SA
9
Sanctuary Advisors
Indiana
$500K +$151K +4,209 +43%
PI
10
PFG Investments
New York
$369K +$369K +10,307 New
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$307K +$29.7K +829 +11%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$301K +$6.01K +168 +2%
IAIM
13
International Assets Investment Management
Florida
$229K +$11.5K +321 +5%
PAG
14
Private Advisor Group
New Jersey
$221K +$5.37K +150 +2%
HI
15
Harbour Investments
Wisconsin
$167K -$358 -10 -0.2%
ACA
16
Aptus Capital Advisors
Alabama
$97.2K +$251 +7 +0.3%
MAS
17
MPWM Advisory Solutions
Georgia
$58.5K
NS
18
NBC Securities
Alabama
$49.2K
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$46.5K
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$43K +$14.2K +397 +49%
AF
21
Allworth Financial
California
$31.2K
PB
22
Pinnacle Bancorp
Nebraska
$31.2K
GRP
23
Global Retirement Partners
California
$29.9K
FFA
24
Farther Finance Advisors
California
$13.6K +$13.6K +380 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$11K -$33.2K -929 -75%

FSCS Hedge Fund Activity: Q4 2025 in Review

29 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in First Trust SMID Capital Strength ETF (FSCS) for Q4 2025, worth a combined $41.9M — up 13% from $37.1M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of FSCS and 2 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 17 added.

The largest buyer was LPL Financial, adding an estimated $6.48M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.26M sold.

  • 29 institutional investors held First Trust SMID Capital Strength ETF (FSCS) as of Q4 2025, down from 32 in Q3 2025.
  • Funds reported $41.9M of First Trust SMID Capital Strength ETF stock for Q4 2025, up 13% quarter-over-quarter.
  • 2 funds opened new First Trust SMID Capital Strength ETF positions in Q4 2025 and 4 closed out, a net change of -2 holders.
  • The largest First Trust SMID Capital Strength ETF buyer in Q4 2025 was LPL Financial, an estimated $6.48M added.
  • The largest First Trust SMID Capital Strength ETF seller in Q4 2025 was Citadel Advisors, an estimated $1.26M sold.

Based on aggregated 13F filings for Q4 2025.