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FSGS

First Trust SMID Growth Strength ETF

18 hedge funds and large institutions have $23.1M invested in First Trust SMID Growth Strength ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 2

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

6% more funds holding

Funds holding: 1718 (+1)

3% more capital invested

Capital invested by funds: $22.5M → $23.1M (+$612K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5.83% less ownership

Funds ownership: 82.87%77.03% (-5.8%)

Holders
18
Holders Change
+1
Holders Change %
+5.88%
% of All Funds
0.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
7
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFS
1
Aft Forsyth & Sober
Florida
$11M +$2.25M +77,000 +31%
LPL Financial
2
LPL Financial
California
$8.61M +$510K +17,481 +6%
TCTWM
3
Three Cord True Wealth Management
Pennsylvania
$883K -$68.4K -2,345 -7%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$582K -$319K -10,927 -34%
AIC
5
Archer Investment Corporation
Indiana
$551K +$10.9K +372 +2%
Citadel Advisors
6
Citadel Advisors
Florida
$389K +$415K +14,237 New
WWM
7
Western Wealth Management
Colorado
$270K
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$261K +$278K +9,537 New
PAG
9
Private Advisor Group
New Jersey
$203K
Osaic Holdings
10
Osaic Holdings
Arizona
$159K +$17.6K +603 +12%
UBS Group
11
UBS Group
Switzerland
$56.5K +$60.2K +2,065 New
PTC
12
Private Trust Company
Ohio
$55.5K +$7.44K +255 +14%
GWM
13
Geneos Wealth Management
Colorado
$32.8K +$23.3K +800 +200%
Jones Financial Companies
14
Jones Financial Companies
Missouri
$9.58K +$10.2K +350 New
SIS
15
Sound Income Strategies
Florida
$5.88K
HI
16
Harbour Investments
Wisconsin
$3.58K
Morgan Stanley
17
Morgan Stanley
New York
$246 +$233 +8 +800%
Wells Fargo
18
Wells Fargo
California
$26 +$29 +1 New
IAA
19
Independent Advisor Alliance
North Carolina
-$1.18M -39,721 Closed
PA
20
PSI Advisors
Florida
-$3.06K -103 Closed
SS
21
Sunbelt Securities
Texas
-$744 -25 Closed

FSGS Hedge Fund Activity: Q1 2025 in Review

18 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in First Trust SMID Growth Strength ETF (FSGS) for Q1 2025, worth a combined $23.1M — up 2.7% from $22.5M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FSGS positions and 3 closed out — a net gain of 2 holders — while 7 added to existing stakes and 2 trimmed.

The largest buyer was Aft Forsyth & Sober, adding an estimated $2.25M. The largest seller was Independent Advisor Alliance, exiting entirely with an estimated $1.18M sold.

  • 18 institutional investors held First Trust SMID Growth Strength ETF (FSGS) as of Q1 2025, up from 17 in Q4 2024.
  • Funds reported $23.1M of First Trust SMID Growth Strength ETF stock for Q1 2025, up 2.7% quarter-over-quarter.
  • 5 funds opened new First Trust SMID Growth Strength ETF positions in Q1 2025 and 3 closed out, a net change of +2 holders.
  • The largest First Trust SMID Growth Strength ETF buyer in Q1 2025 was Aft Forsyth & Sober, an estimated $2.25M added.
  • The largest First Trust SMID Growth Strength ETF seller in Q1 2025 was Independent Advisor Alliance, an estimated $1.18M sold.

Based on aggregated 13F filings for Q1 2025.