First Trust SMID Growth Strength ETF
FSGS
13 hedge funds and large institutions have $20.1M invested in First Trust SMID Growth Strength ETF in 2023 Q3 according to their latest regulatory filings, with funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 2 closing their positions.
133% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 3
3% less capital invested
Capital invested by funds: $20.7M → $20.1M (-$545K)
1.7% less ownership
Funds ownership: 76.71% → 75.02% (-1.7%)
13% less funds holding
Funds holding: 15 → 13 (-2)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.61M |
| 2 |
IGWM
ICA Group Wealth Management
Denver,
Colorado
|
+$117K |
| 3 |
AIC
Archer Investment Corporation
Carmel,
Indiana
|
+$57.6K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$16.2K |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$2.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$667K |
| 2 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$536K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$32.2K |
| 4 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$9.53K |
| 5 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$1.51K |
FSGS Hedge Fund Activity: Q3 2023 in Review
13 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in First Trust SMID Growth Strength ETF (FSGS) for Q3 2023, worth a combined $20.1M — down 2.6% from $20.7M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of FSGS and 0 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 7 added.
The largest buyer was LPL Financial, adding an estimated $1.61M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $667K sold.
- 13 institutional investors held First Trust SMID Growth Strength ETF (FSGS) as of Q3 2023, down from 15 in Q2 2023.
- Funds reported $20.1M of First Trust SMID Growth Strength ETF stock for Q3 2023, down 2.6% quarter-over-quarter.
- 0 funds opened new First Trust SMID Growth Strength ETF positions in Q3 2023 and 2 closed out, a net change of -2 holders.
- The largest First Trust SMID Growth Strength ETF buyer in Q3 2023 was LPL Financial, an estimated $1.61M added.
- The largest First Trust SMID Growth Strength ETF seller in Q3 2023 was Susquehanna International Group, an estimated $667K sold.
Based on aggregated 13F filings for Q3 2023.