First Trust SMID Growth Strength ETF
FSGS
13 hedge funds and large institutions have $5.14M invested in First Trust SMID Growth Strength ETF in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 6 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
18% more funds holding
Funds holding: 11 → 13 (+2)
5.26% less ownership
Funds ownership: 57.19% → 51.93% (-5.3%)
7% less capital invested
Capital invested by funds: $5.51M → $5.14M (-$375K)
67% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WWM
Western Wealth Management
Golden,
Colorado
|
+$235K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$75.3K |
| 3 |
SAM
SignalPoint Asset Management
Springfield,
Missouri
|
+$69.4K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$29.9K |
| 5 |
GRP
Global Retirement Partners
San Rafael,
California
|
+$26.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$966K |
| 2 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$240K |
| 3 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
-$207K |
| 4 |
FPWM
FSB Premier Wealth Management
Waterloo,
Iowa
|
-$191K |
| 5 |
LPL Financial
San Diego,
California
|
-$47.1K |
FSGS Hedge Fund Activity: Q1 2021 in Review
13 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in First Trust SMID Growth Strength ETF (FSGS) for Q1 2021, worth a combined $5.14M — down 6.8% from $5.51M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new FSGS positions and 2 closed out — a net gain of 2 holders — while 2 added to existing stakes and 6 trimmed.
The largest buyer was Western Wealth Management, opening a new position worth an estimated $235K. The largest seller was Susquehanna International Group, cutting an estimated $966K.
- 13 institutional investors held First Trust SMID Growth Strength ETF (FSGS) as of Q1 2021, up from 11 in Q4 2020.
- Funds reported $5.14M of First Trust SMID Growth Strength ETF stock for Q1 2021, down 6.8% quarter-over-quarter.
- 4 funds opened new First Trust SMID Growth Strength ETF positions in Q1 2021 and 2 closed out, a net change of +2 holders.
- The largest First Trust SMID Growth Strength ETF buyer in Q1 2021 was Western Wealth Management, an estimated $235K added.
- The largest First Trust SMID Growth Strength ETF seller in Q1 2021 was Susquehanna International Group, an estimated $966K sold.
Based on aggregated 13F filings for Q1 2021.