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FSGS

First Trust SMID Growth Strength ETF
FSGS

15 hedge funds and large institutions have $14.3M invested in First Trust SMID Growth Strength ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

100% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 3

9% more capital invested

Capital invested by funds: $13.1M → $14.3M (+$1.2M)

7% more funds holding

Funds holding: 14 → 15 (+1)

0.22% less ownership

Funds ownership: 50.17% → 49.95% (-0.22%)

Holders
15
Holders Change
+1
Holders Change %
+7.14%
% of All Funds
0.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
6
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PAG
Private Advisor Group
New Jersey
+$203K
2
LPL Financial
LPL Financial
California
+$152K
3
UBS Group
UBS Group
Switzerland
+$12.2K
4
AIC
Archer Investment Corporation
Indiana
+$11K
5
WWM
Western Wealth Management
Colorado
+$321

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$268K
2
IAIM
International Assets Investment Management
Florida
-$134K
3
Osaic Holdings
Osaic Holdings
Arizona
-$18.4K
4
Wells Fargo
Wells Fargo
California
-$10.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$11.9M +$152K +5,193 +1%
Citadel Advisors
2
Citadel Advisors
Florida
$1.03M -$268K -9,175 -21%
AIC
3
Archer Investment Corporation
Indiana
$581K +$11K +377 +2%
WWM
4
Western Wealth Management
Colorado
$298K +$321 +11 +0.1%
PAG
5
Private Advisor Group
New Jersey
$210K +$203K +6,958 New
Osaic Holdings
6
Osaic Holdings
Arizona
$142K -$18.4K -631 -12%
GRP
7
Global Retirement Partners
California
$109K +$29 +1 +0%
PTC
8
Private Trust Company
Ohio
$53.6K – – –
UBS Group
9
UBS Group
Switzerland
$12.6K +$12.2K +417 New
GWM
10
Geneos Wealth Management
Colorado
$12.1K – – –
HI
11
Harbour Investments
Wisconsin
$3.96K – – –
PA
12
PSI Advisors
Florida
$3.06K +$29 +1 +1%
SS
13
Sunbelt Securities
Texas
$755 – – –
Morgan Stanley
14
Morgan Stanley
New York
$63 +$29 +1 +100%
Wells Fargo
15
Wells Fargo
California
$36 -$10.8K -369 -100%
IAIM
16
International Assets Investment Management
Florida
– -$134K -4,859 Closed

FSGS Hedge Fund Activity: Q3 2024 in Review

15 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust SMID Growth Strength ETF (FSGS) for Q3 2024, worth a combined $14.3M — up 9.1% from $13.1M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new FSGS positions and 1 closed out — a net gain of 1 holder — while 6 added to existing stakes and 3 trimmed.

The largest buyer was Private Advisor Group, opening a new position worth an estimated $203K. The largest seller was Citadel Advisors, cutting an estimated $268K.

  • 15 institutional investors held First Trust SMID Growth Strength ETF (FSGS) as of Q3 2024, up from 14 in Q2 2024.
  • Funds reported $14.3M of First Trust SMID Growth Strength ETF stock for Q3 2024, up 9.1% quarter-over-quarter.
  • 2 funds opened new First Trust SMID Growth Strength ETF positions in Q3 2024 and 1 closed out, a net change of +1 holder.
  • The largest First Trust SMID Growth Strength ETF buyer in Q3 2024 was Private Advisor Group, an estimated $203K added.
  • The largest First Trust SMID Growth Strength ETF seller in Q3 2024 was Citadel Advisors, an estimated $268K sold.

Based on aggregated 13F filings for Q3 2024.