First Trust SMID Growth Strength ETF
FSGS
17 hedge funds and large institutions have $22.5M invested in First Trust SMID Growth Strength ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 3 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 2
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
57% more capital invested
Capital invested by funds: $14.3M → $22.5M (+$8.14M)
32.92% more ownership
Funds ownership: 49.95% → 82.87% (+33%)
13% more funds holding
Funds holding: 15 → 17 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AFS
Aft Forsyth & Sober
Valrico,
Florida
|
+$7.73M |
| 2 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$1.22M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$991K |
| 4 |
AIC
Archer Investment Corporation
Carmel,
Indiana
|
+$16.6K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$16.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$2.94M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.03M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$12.6K |
| 4 |
Morgan Stanley
New York
|
-$31 |
| 5 |
Wells Fargo
San Francisco,
California
|
-$31 |
FSGS Hedge Fund Activity: Q4 2024 in Review
17 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust SMID Growth Strength ETF (FSGS) for Q4 2024, worth a combined $22.5M — up 57% from $14.3M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new FSGS positions and 3 closed out — a net gain of 2 holders — while 6 added to existing stakes and 2 trimmed.
The largest buyer was Aft Forsyth & Sober, opening a new position worth an estimated $7.73M. The largest seller was LPL Financial, cutting an estimated $2.94M.
- 17 institutional investors held First Trust SMID Growth Strength ETF (FSGS) as of Q4 2024, up from 15 in Q3 2024.
- Funds reported $22.5M of First Trust SMID Growth Strength ETF stock for Q4 2024, up 57% quarter-over-quarter.
- 5 funds opened new First Trust SMID Growth Strength ETF positions in Q4 2024 and 3 closed out, a net change of +2 holders.
- The largest First Trust SMID Growth Strength ETF buyer in Q4 2024 was Aft Forsyth & Sober, an estimated $7.73M added.
- The largest First Trust SMID Growth Strength ETF seller in Q4 2024 was LPL Financial, an estimated $2.94M sold.
Based on aggregated 13F filings for Q4 2024.