First Trust SMID Growth Strength ETF
FSGS
10 hedge funds and large institutions have $1.82M invested in First Trust SMID Growth Strength ETF in 2019 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
153% more capital invested
Capital invested by funds: $718K → $1.82M (+$1.1M)
43% more funds holding
Funds holding: 7 → 10 (+3)
15.26% more ownership
Funds ownership: 13.68% → 28.95% (+15%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$711K |
| 2 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
+$280K |
| 3 |
LPL Financial
San Diego,
California
|
+$83K |
| 4 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$25.7K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$13.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWA
Clarus Wealth Advisors
Peoria,
Arizona
|
-$37K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $713K | +$711K | +34,059 | New |
|
|
2
LPL Financial
San Diego,
California
| $414K | +$83K | +3,976 | +25% |
|
|
LFAS
3
Level Four Advisory Services
Dallas,
Texas
| $281K | +$280K | +13,418 | New |
|
|
MIAN
4
Mariner Independent Advisor Network
Overland Park,
Kansas
| $242K | +$25.7K | +1,233 | +12% |
|
|
LTFS
5
Ladenburg Thalmann Financial Services
Miami,
Florida
| $80K | +$2.46K | +118 | +3% |
|
|
GWM
6
Geneos Wealth Management
Englewood,
Colorado
| $50K | – | – | – |
|
|
7
UBS Group
Zurich,
Switzerland
| $19K | +$13.9K | +665 | +267% |
|
|
GRP
8
Global Retirement Partners
San Rafael,
California
| $10K | +$10.4K | +500 | New |
|
|
PFGIA
9
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $8K | +$8.5K | +407 | New |
|
|
CWA
10
Clarus Wealth Advisors
Peoria,
Arizona
| – | -$37K | -1,750 | Closed |
|
FSGS Hedge Fund Activity: Q2 2019 in Review
10 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in First Trust SMID Growth Strength ETF (FSGS) for Q2 2019, worth a combined $1.82M — up 153% from $718K a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new FSGS positions and 1 closed out — a net gain of 3 holders — while 4 added to existing stakes and 0 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $711K. The largest seller was Clarus Wealth Advisors, exiting entirely with an estimated $37K sold.
- 10 institutional investors held First Trust SMID Growth Strength ETF (FSGS) as of Q2 2019, up from 7 in Q1 2019.
- Funds reported $1.82M of First Trust SMID Growth Strength ETF stock for Q2 2019, up 153% quarter-over-quarter.
- 4 funds opened new First Trust SMID Growth Strength ETF positions in Q2 2019 and 1 closed out, a net change of +3 holders.
- The largest First Trust SMID Growth Strength ETF buyer in Q2 2019 was Susquehanna International Group, an estimated $711K added.
- The largest First Trust SMID Growth Strength ETF seller in Q2 2019 was Clarus Wealth Advisors, an estimated $37K sold.
Based on aggregated 13F filings for Q2 2019.