First Trust SMID Growth Strength ETF
FSGS
5 hedge funds and large institutions have $1.29M invested in First Trust SMID Growth Strength ETF in 2018 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.
163% more capital invested
Capital invested by funds: $492K → $1.29M (+$801K)
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
17.12% more ownership
Funds ownership: 10.67% → 27.8% (+17%)
0% more funds holding
Funds holding: 5 → 5 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$995K |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$39.4K |
| 3 |
CWA
Clarus Wealth Advisors
Peoria,
Arizona
|
+$3.11K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$35.1K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $893K | +$995K | +48,025 | New |
|
|
2
LPL Financial
San Diego,
California
| $286K | -$35.1K | -1,692 | -10% |
|
|
LTFS
3
Ladenburg Thalmann Financial Services
Miami,
Florida
| $45K | +$39.4K | +1,903 | +453% |
|
|
GWM
4
Geneos Wealth Management
Englewood,
Colorado
| $44K | – | – | – |
|
|
CWA
5
Clarus Wealth Advisors
Peoria,
Arizona
| $25K | +$3.11K | +150 | +13% |
|
|
6
UBS Group
Zurich,
Switzerland
| – | -$6K | -240 | Closed |
|
FSGS Hedge Fund Activity: Q4 2018 in Review
5 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in First Trust SMID Growth Strength ETF (FSGS) for Q4 2018, worth a combined $1.29M — up 163% from $492K a quarter earlier.
Fund positioning in FSGS was balanced in Q4 2018: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 1 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $995K. The largest seller was LPL Financial, cutting an estimated $35.1K.
- 5 institutional investors held First Trust SMID Growth Strength ETF (FSGS) as of Q4 2018, unchanged from Q3 2018.
- Funds reported $1.29M of First Trust SMID Growth Strength ETF stock for Q4 2018, up 163% quarter-over-quarter.
- 1 fund opened new First Trust SMID Growth Strength ETF positions in Q4 2018 and 1 closed out, a net change of 0 holders.
- The largest First Trust SMID Growth Strength ETF buyer in Q4 2018 was Susquehanna International Group, an estimated $995K added.
- The largest First Trust SMID Growth Strength ETF seller in Q4 2018 was LPL Financial, an estimated $35.1K sold.
Based on aggregated 13F filings for Q4 2018.