First Trust SMID Growth Strength ETF
FSGS
5 hedge funds and large institutions have $492K invested in First Trust SMID Growth Strength ETF in 2018 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
9.35% less ownership
Funds ownership: 20.03% → 10.67% (-9.4%)
17% less funds holding
Funds holding: 6 → 5 (-1)
46% less capital invested
Capital invested by funds: $903K → $492K (-$411K)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$107K |
| 2 |
CWA
Clarus Wealth Advisors
Peoria,
Arizona
|
+$16.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$542K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.44K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
LPL Financial
San Diego,
California
| $393K | +$107K | +4,639 | +37% |
|
|
GWM
2
Geneos Wealth Management
Englewood,
Colorado
| $55K | – | – | – |
|
|
CWA
3
Clarus Wealth Advisors
Peoria,
Arizona
| $28K | +$16.2K | +700 | +140% |
|
|
LTFS
4
Ladenburg Thalmann Financial Services
Miami,
Florida
| $10K | – | – | – |
|
|
5
UBS Group
Zurich,
Switzerland
| $6K | -$1.44K | -62 | -21% |
|
|
6
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$542K | -23,983 | Closed |
|
FSGS Hedge Fund Activity: Q3 2018 in Review
5 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in First Trust SMID Growth Strength ETF (FSGS) for Q3 2018, worth a combined $492K — down 46% from $903K a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of FSGS and 0 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 2 added.
The largest buyer was LPL Financial, adding an estimated $107K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $542K sold.
- 5 institutional investors held First Trust SMID Growth Strength ETF (FSGS) as of Q3 2018, down from 6 in Q2 2018.
- Funds reported $492K of First Trust SMID Growth Strength ETF stock for Q3 2018, down 46% quarter-over-quarter.
- 0 funds opened new First Trust SMID Growth Strength ETF positions in Q3 2018 and 1 closed out, a net change of -1 holder.
- The largest First Trust SMID Growth Strength ETF buyer in Q3 2018 was LPL Financial, an estimated $107K added.
- The largest First Trust SMID Growth Strength ETF seller in Q3 2018 was Susquehanna International Group, an estimated $542K sold.
Based on aggregated 13F filings for Q3 2018.