First Trust SMID Growth Strength ETF
FSGS
8 hedge funds and large institutions have $1.29M invested in First Trust SMID Growth Strength ETF in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
1.78% more ownership
Funds ownership: 19.93% → 21.71% (+1.8%)
0% more funds holding
Funds holding: 8 → 8 (0)
17% less capital invested
Capital invested by funds: $1.55M → $1.29M (-$255K)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$707K |
| 2 |
APA
American Portfolios Advisors
Holbrook,
New York
|
+$77.3K |
| 3 |
LPL Financial
San Diego,
California
|
+$41.9K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$20 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$237K |
| 2 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$223K |
| 3 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
-$44.7K |
| 4 |
VCP
Verus Capital Partners
Scottsdale,
Arizona
|
-$195 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $537K | +$707K | +36,206 | New |
|
|
2
LPL Financial
San Diego,
California
| $402K | +$41.9K | +2,145 | +9% |
|
|
LFAS
3
Level Four Advisory Services
Dallas,
Texas
| $207K | -$44.7K | -2,290 | -14% |
|
|
APA
4
American Portfolios Advisors
Holbrook,
New York
| $58.7K | +$77.3K | +3,957 | New |
|
|
GWM
5
Geneos Wealth Management
Englewood,
Colorado
| $35K | – | – | – |
|
|
VCP
6
Verus Capital Partners
Scottsdale,
Arizona
| $29K | -$195 | -10 | -0.5% |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $22K | +$28.8K | +1,474 | New |
|
|
IAA
8
Independent Advisor Alliance
Charlotte,
North Carolina
| – | -$237K | -10,695 | Closed |
|
|
MIAN
9
Mariner Independent Advisor Network
Overland Park,
Kansas
| – | -$223K | -10,064 | Closed |
|
|
10
Wells Fargo
San Francisco,
California
| – | +$20 | +1 | New |
|
FSGS Hedge Fund Activity: Q1 2020 in Review
8 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in First Trust SMID Growth Strength ETF (FSGS) for Q1 2020, worth a combined $1.29M — down 17% from $1.55M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new FSGS positions and 2 closed out — a net gain of 2 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $707K. The largest seller was Independent Advisor Alliance, exiting entirely with an estimated $237K sold.
- 8 institutional investors held First Trust SMID Growth Strength ETF (FSGS) as of Q1 2020, unchanged from Q4 2019.
- Funds reported $1.29M of First Trust SMID Growth Strength ETF stock for Q1 2020, down 17% quarter-over-quarter.
- 4 funds opened new First Trust SMID Growth Strength ETF positions in Q1 2020 and 2 closed out, a net change of +2 holders.
- The largest First Trust SMID Growth Strength ETF buyer in Q1 2020 was Susquehanna International Group, an estimated $707K added.
- The largest First Trust SMID Growth Strength ETF seller in Q1 2020 was Independent Advisor Alliance, an estimated $237K sold.
Based on aggregated 13F filings for Q1 2020.