First Trust SMID Growth Strength ETF
FSGS
9 hedge funds and large institutions have $2.34M invested in First Trust SMID Growth Strength ETF in 2020 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 5 reducing their positions, and 1 closing their positions.
28% more capital invested
Capital invested by funds: $1.83M → $2.34M (+$506K)
6.38% more ownership
Funds ownership: 25.56% → 31.93% (+6.4%)
0% more funds holding
Funds holding: 9 → 9 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
80% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
SignalPoint Asset Management
Springfield,
Missouri
|
+$501K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$320K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$206K |
| 2 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
-$65.7K |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$42K |
| 4 |
APA
American Portfolios Advisors
Holbrook,
New York
|
-$16.1K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$8.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $820K | +$320K | +17,064 | +61% |
|
|
2
LPL Financial
San Diego,
California
| $563K | -$206K | -10,978 | -26% |
|
|
SAM
3
SignalPoint Asset Management
Springfield,
Missouri
| $492K | +$501K | +26,740 | New |
|
|
LFAS
4
Level Four Advisory Services
Dallas,
Texas
| $199K | -$65.7K | -3,503 | -24% |
|
|
APA
5
American Portfolios Advisors
Holbrook,
New York
| $182K | -$16.1K | -861 | -8% |
|
|
GWM
6
Geneos Wealth Management
Englewood,
Colorado
| $42K | – | – | – |
|
7
UBS Group
Zurich,
Switzerland
| $23K | -$4.01K | -214 | -15% |
|
|
8
Osaic Holdings
Scottsdale,
Arizona
| $18K | -$8.1K | -432 | -29% |
|
|
PAG
9
Private Advisor Group
Morristown,
New Jersey
| – | -$42K | -2,313 | Closed |
|
FSGS Hedge Fund Activity: Q3 2020 in Review
9 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in First Trust SMID Growth Strength ETF (FSGS) for Q3 2020, worth a combined $2.34M — up 28% from $1.83M a quarter earlier.
Fund positioning in FSGS was balanced in Q3 2020: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 5 trimmed.
The largest buyer was SignalPoint Asset Management, opening a new position worth an estimated $501K. The largest seller was LPL Financial, cutting an estimated $206K.
- 9 institutional investors held First Trust SMID Growth Strength ETF (FSGS) as of Q3 2020, unchanged from Q2 2020.
- Funds reported $2.34M of First Trust SMID Growth Strength ETF stock for Q3 2020, up 28% quarter-over-quarter.
- 1 fund opened new First Trust SMID Growth Strength ETF positions in Q3 2020 and 1 closed out, a net change of 0 holders.
- The largest First Trust SMID Growth Strength ETF buyer in Q3 2020 was SignalPoint Asset Management, an estimated $501K added.
- The largest First Trust SMID Growth Strength ETF seller in Q3 2020 was LPL Financial, an estimated $206K sold.
Based on aggregated 13F filings for Q3 2020.