First Trust SMID Growth Strength ETF
FSGS
8 hedge funds and large institutions have $1.92M invested in First Trust SMID Growth Strength ETF in 2019 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, reducing their positions, and 4 closing their positions.
6% more capital invested
Capital invested by funds: $1.82M → $1.92M (+$104K)
2.55% less ownership
Funds ownership: 28.95% → 26.39% (-2.6%)
20% less funds holding
Funds holding: 10 → 8 (-2)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
+$57.4K |
| 2 |
LPL Financial
San Diego,
California
|
+$34.2K |
| 3 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$20K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$16.9K |
| 5 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$15.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$19K |
| 2 |
GRP
Global Retirement Partners
San Rafael,
California
|
-$10K |
| 3 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
-$8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $724K | +$16.9K | +821 | +2% |
|
|
2
LPL Financial
San Diego,
California
| $447K | +$34.2K | +1,662 | +8% |
|
|
LFAS
3
Level Four Advisory Services
Dallas,
Texas
| $338K | +$57.4K | +2,791 | +21% |
|
|
MIAN
4
Mariner Independent Advisor Network
Overland Park,
Kansas
| $256K | +$15.2K | +740 | +6% |
|
|
LTFS
5
Ladenburg Thalmann Financial Services
Miami,
Florida
| $84K | +$4.73K | +230 | +6% |
|
|
GWM
6
Geneos Wealth Management
Englewood,
Colorado
| $49K | – | – | – |
|
|
FAAS
7
First Allied Advisory Services
San Diego,
California
| $20K | +$20K | +971 | New |
|
|
AG
8
Advisor Group
Phoenix,
Arizona
| $3K | +$3.06K | +149 | New |
|
|
9
UBS Group
Zurich,
Switzerland
| – | -$19K | -914 | Closed |
|
|
GRP
10
Global Retirement Partners
San Rafael,
California
| – | -$10K | -500 | Closed |
|
|
PFGIA
11
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$8K | -407 | Closed |
|
FSGS Hedge Fund Activity: Q3 2019 in Review
8 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in First Trust SMID Growth Strength ETF (FSGS) for Q3 2019, worth a combined $1.92M — up 5.7% from $1.82M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of FSGS and 2 opened new positions — a net loss of 2 holders — while 0 trimmed existing stakes and 5 added.
The largest buyer was Level Four Advisory Services, adding an estimated $57.4K. The largest seller was UBS Group, exiting entirely with an estimated $19K sold.
- 8 institutional investors held First Trust SMID Growth Strength ETF (FSGS) as of Q3 2019, down from 10 in Q2 2019.
- Funds reported $1.92M of First Trust SMID Growth Strength ETF stock for Q3 2019, up 5.7% quarter-over-quarter.
- 2 funds opened new First Trust SMID Growth Strength ETF positions in Q3 2019 and 4 closed out, a net change of -2 holders.
- The largest First Trust SMID Growth Strength ETF buyer in Q3 2019 was Level Four Advisory Services, an estimated $57.4K added.
- The largest First Trust SMID Growth Strength ETF seller in Q3 2019 was UBS Group, an estimated $19K sold.
Based on aggregated 13F filings for Q3 2019.