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FSGS

First Trust SMID Growth Strength ETF

15 hedge funds and large institutions have $20.7M invested in First Trust SMID Growth Strength ETF in 2023 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.67% less ownership

Funds ownership: 84.38%76.71% (-7.7%)

21% less funds holding

Funds holding: 1915 (-4)

50% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 8

74% less capital invested

Capital invested by funds: $78.6M → $20.7M (-$58M)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 3

Holders
15
Holders Change
-4
Holders Change %
-21.05%
% of All Funds
0.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
4
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change

FSGS Hedge Fund Activity: Q2 2023 in Review

15 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in First Trust SMID Growth Strength ETF (FSGS) for Q2 2023, worth a combined $20.7M — down 74% from $78.6M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of FSGS and 0 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 4 added.

The largest buyer was ICA Group Wealth Management, adding an estimated $160K. The largest seller was Mach-1 Financial Group, exiting entirely with an estimated $55.2M sold.

  • 15 institutional investors held First Trust SMID Growth Strength ETF (FSGS) as of Q2 2023, down from 19 in Q1 2023.
  • Funds reported $20.7M of First Trust SMID Growth Strength ETF stock for Q2 2023, down 74% quarter-over-quarter.
  • 0 funds opened new First Trust SMID Growth Strength ETF positions in Q2 2023 and 3 closed out, a net change of -3 holders.
  • The largest First Trust SMID Growth Strength ETF buyer in Q2 2023 was ICA Group Wealth Management, an estimated $160K added.
  • The largest First Trust SMID Growth Strength ETF seller in Q2 2023 was Mach-1 Financial Group, an estimated $55.2M sold.

Based on aggregated 13F filings for Q2 2023.