First Trust SMID Growth Strength ETF
FSGS
15 hedge funds and large institutions have $21.1M invested in First Trust SMID Growth Strength ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 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
15% more funds holding
Funds holding: 13 → 15 (+2)
5% more capital invested
Capital invested by funds: $20.1M → $21.1M (+$1M)
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
11.02% less ownership
Funds ownership: 75.02% → 64% (-11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$808K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$227K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$155K |
| 4 |
WWM
Western Wealth Management
Golden,
Colorado
|
+$8.97K |
| 5 |
AIC
Archer Investment Corporation
Carmel,
Indiana
|
+$2.27K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$2.03M |
| 2 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$473K |
| 3 |
PTC
Private Trust Company
Cleveland,
Ohio
|
-$20.8K |
| 4 |
IGWM
ICA Group Wealth Management
Denver,
Colorado
|
-$10.4K |
| 5 |
GRP
Global Retirement Partners
San Rafael,
California
|
-$4.54K |
FSGS Hedge Fund Activity: Q4 2023 in Review
15 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in First Trust SMID Growth Strength ETF (FSGS) for Q4 2023, worth a combined $21.1M — up 5% from $20.1M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new FSGS positions and 1 closed out — a net gain of 2 holders — while 4 added to existing stakes and 4 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $808K. The largest seller was LPL Financial, cutting an estimated $2.03M.
- 15 institutional investors held First Trust SMID Growth Strength ETF (FSGS) as of Q4 2023, up from 13 in Q3 2023.
- Funds reported $21.1M of First Trust SMID Growth Strength ETF stock for Q4 2023, up 5% quarter-over-quarter.
- 3 funds opened new First Trust SMID Growth Strength ETF positions in Q4 2023 and 1 closed out, a net change of +2 holders.
- The largest First Trust SMID Growth Strength ETF buyer in Q4 2023 was Susquehanna International Group, an estimated $808K added.
- The largest First Trust SMID Growth Strength ETF seller in Q4 2023 was LPL Financial, an estimated $2.03M sold.
Based on aggregated 13F filings for Q4 2023.