First Trust SMID Growth Strength ETF
FSGS
11 hedge funds and large institutions have $5.51M invested in First Trust SMID Growth Strength ETF in 2020 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
136% more capital invested
Capital invested by funds: $2.34M → $5.51M (+$3.17M)
25.25% more ownership
Funds ownership: 31.93% → 57.19% (+25%)
22% more funds holding
Funds holding: 9 → 11 (+2)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$216K |
| 2 |
SAM
SignalPoint Asset Management
Springfield,
Missouri
|
+$200K |
| 3 |
LPL Financial
San Diego,
California
|
+$71.5K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$22 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APA
American Portfolios Advisors
Holbrook,
New York
|
-$77.3K |
| 2 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
-$47.9K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$27.4K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$23K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.79K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FPWM
1
FSB Premier Wealth Management
Waterloo,
Iowa
| $2.08M | +$1.87M | +86,605 | New |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.05M | -$27.4K | -1,269 | -3% |
|
|
SAM
3
SignalPoint Asset Management
Springfield,
Missouri
| $866K | +$200K | +9,259 | +35% |
|
|
4
LPL Financial
San Diego,
California
| $815K | +$71.5K | +3,310 | +11% |
|
|
FAIM
5
Financial Advocates Investment Management
Olympia,
Washington
| $240K | +$216K | +9,989 | New |
|
|
LFAS
6
Level Four Advisory Services
Dallas,
Texas
| $207K | -$47.9K | -2,215 | -20% |
|
|
APA
7
American Portfolios Advisors
Holbrook,
New York
| $152K | -$77.3K | -3,577 | -36% |
|
|
GWM
8
Geneos Wealth Management
Englewood,
Colorado
| $68K | – | – | – |
|
|
9
Osaic Holdings
Scottsdale,
Arizona
| $23K | -$1.79K | -83 | -8% |
|
|
WWMSC
10
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $6K | +$5.23K | +242 | New |
|
|
11
UBS Group
Zurich,
Switzerland
| – | -$23K | -1,248 | Closed |
|
|
12
Wells Fargo
San Francisco,
California
| – | +$22 | +1 | +100% |
|
FSGS Hedge Fund Activity: Q4 2020 in Review
11 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in First Trust SMID Growth Strength ETF (FSGS) for Q4 2020, worth a combined $5.51M — up 136% from $2.34M 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 4 trimmed.
The largest buyer was Financial Advocates Investment Management, opening a new position worth an estimated $216K. The largest seller was American Portfolios Advisors, cutting an estimated $77.3K.
- 11 institutional investors held First Trust SMID Growth Strength ETF (FSGS) as of Q4 2020, up from 9 in Q3 2020.
- Funds reported $5.51M of First Trust SMID Growth Strength ETF stock for Q4 2020, up 136% quarter-over-quarter.
- 3 funds opened new First Trust SMID Growth Strength ETF positions in Q4 2020 and 1 closed out, a net change of +2 holders.
- The largest First Trust SMID Growth Strength ETF buyer in Q4 2020 was Financial Advocates Investment Management, an estimated $216K added.
- The largest First Trust SMID Growth Strength ETF seller in Q4 2020 was American Portfolios Advisors, an estimated $77.3K sold.
Based on aggregated 13F filings for Q4 2020.