First Trust SMID Growth Strength ETF
FSGS
7 hedge funds and large institutions have $718K invested in First Trust SMID Growth Strength ETF in 2019 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
40% more funds holding
Funds holding: 5 → 7 (+2)
14.11% less ownership
Funds ownership: 27.8% → 13.68% (-14%)
44% less capital invested
Capital invested by funds: $1.29M → $718K (-$575K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$214K |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$27.9K |
| 3 |
LPL Financial
San Diego,
California
|
+$8.47K |
| 4 |
CWA
Clarus Wealth Advisors
Peoria,
Arizona
|
+$8.29K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$5.16K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$893K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
LPL Financial
San Diego,
California
| $331K | +$8.47K | +409 | +3% |
|
|
MIAN
2
Mariner Independent Advisor Network
Overland Park,
Kansas
| $217K | +$214K | +10,336 | New |
|
|
LTFS
3
Ladenburg Thalmann Financial Services
Miami,
Florida
| $78K | +$27.9K | +1,348 | +58% |
|
|
GWM
4
Geneos Wealth Management
Englewood,
Colorado
| $50K | – | – | – |
|
|
CWA
5
Clarus Wealth Advisors
Peoria,
Arizona
| $37K | +$8.29K | +400 | +30% |
|
|
6
UBS Group
Zurich,
Switzerland
| $5K | +$5.16K | +249 | New |
|
|
7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$893K | -48,025 | Closed |
|
8
Wells Fargo
San Francisco,
California
| – | +$21 | +1 | New |
|
FSGS Hedge Fund Activity: Q1 2019 in Review
7 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in First Trust SMID Growth Strength ETF (FSGS) for Q1 2019, worth a combined $718K — down 44% from $1.29M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new FSGS positions and 1 closed out — a net gain of 2 holders — while 3 added to existing stakes and 0 trimmed.
The largest buyer was Mariner Independent Advisor Network, opening a new position worth an estimated $214K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $893K sold.
- 7 institutional investors held First Trust SMID Growth Strength ETF (FSGS) as of Q1 2019, up from 5 in Q4 2018.
- Funds reported $718K of First Trust SMID Growth Strength ETF stock for Q1 2019, down 44% quarter-over-quarter.
- 3 funds opened new First Trust SMID Growth Strength ETF positions in Q1 2019 and 1 closed out, a net change of +2 holders.
- The largest First Trust SMID Growth Strength ETF buyer in Q1 2019 was Mariner Independent Advisor Network, an estimated $214K added.
- The largest First Trust SMID Growth Strength ETF seller in Q1 2019 was Susquehanna International Group, an estimated $893K sold.
Based on aggregated 13F filings for Q1 2019.