First Trust SMID Growth Strength ETF
FSGS
6 hedge funds and large institutions have $903K invested in First Trust SMID Growth Strength ETF in 2018 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and closing their positions.
200% more funds holding
Funds holding: 2 → 6 (+4)
3.29% less ownership
Funds ownership: 23.32% → 20.03% (-3.3%)
7% less capital invested
Capital invested by funds: $974K → $903K (-$71K)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$274K |
| 2 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$52.9K |
| 3 |
CWA
Clarus Wealth Advisors
Peoria,
Arizona
|
+$11K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$6.66K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$490K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $542K | -$490K | -22,236 | -48% |
|
|
2
LPL Financial
San Diego,
California
| $281K | +$274K | +12,449 | New |
|
|
GWM
3
Geneos Wealth Management
Englewood,
Colorado
| $54K | +$52.9K | +2,400 | New |
|
|
CWA
4
Clarus Wealth Advisors
Peoria,
Arizona
| $10K | +$11K | +500 | New |
|
|
LTFS
5
Ladenburg Thalmann Financial Services
Miami,
Florida
| $9K | – | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| $7K | +$6.66K | +302 | New |
|
FSGS Hedge Fund Activity: Q2 2018 in Review
6 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in First Trust SMID Growth Strength ETF (FSGS) for Q2 2018, worth a combined $903K — down 7.3% from $974K a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new FSGS positions and 0 closed out — a net gain of 4 holders — while 0 added to existing stakes and 1 trimmed.
The largest buyer was LPL Financial, opening a new position worth an estimated $274K. The largest seller was Susquehanna International Group, cutting an estimated $490K.
- 6 institutional investors held First Trust SMID Growth Strength ETF (FSGS) as of Q2 2018, up from 2 in Q1 2018.
- Funds reported $903K of First Trust SMID Growth Strength ETF stock for Q2 2018, down 7.3% quarter-over-quarter.
- 4 funds opened new First Trust SMID Growth Strength ETF positions in Q2 2018 and 0 closed out, a net change of +4 holders.
- The largest First Trust SMID Growth Strength ETF buyer in Q2 2018 was LPL Financial, an estimated $274K added.
- The largest First Trust SMID Growth Strength ETF seller in Q2 2018 was Susquehanna International Group, an estimated $490K sold.
Based on aggregated 13F filings for Q2 2018.