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FSGS

First Trust SMID Growth Strength ETF

16 hedge funds and large institutions have $12.5M invested in First Trust SMID Growth Strength ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% less funds holding

Funds holding: 1816 (-2)

33% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 6

34.75% less ownership

Funds ownership: 77.03%42.28% (-35%)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

46% less capital invested

Capital invested by funds: $23.1M → $12.5M (-$10.5M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
16
Holders Change
-2
Holders Change %
-11.11%
% of All Funds
0.21%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
4
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$7.99M -$1.29M -45,539 -14%
Citadel Advisors
2
Citadel Advisors
Florida
$977K +$529K +18,721 +131%
TCTWM
3
Three Cord True Wealth Management
Pennsylvania
$936K -$20.3K -718 -2%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$781K +$142K +5,042 +24%
AIC
5
Archer Investment Corporation
Indiana
$597K -$678 -24 -0.1%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$379K +$91.4K +3,235 +34%
WWM
7
Western Wealth Management
Colorado
$207K -$82.4K -2,918 -29%
PAG
8
Private Advisor Group
New Jersey
$206K -$13.4K -475 -6%
Osaic Holdings
9
Osaic Holdings
Arizona
$168K -$4.49K -159 -3%
UBS Group
10
UBS Group
Switzerland
$113K +$49.7K +1,758 +85%
GRP
11
Global Retirement Partners
California
$107K +$102K +3,613 New
PTC
12
Private Trust Company
Ohio
$60.2K
AssetMark Inc
13
AssetMark Inc
California
$8.72K +$8.3K +294 New
HI
14
Harbour Investments
Wisconsin
$3.88K
SS
15
Sunbelt Securities
Texas
$743 +$706 +25 New
Wells Fargo
16
Wells Fargo
California
$29
AFS
17
Aft Forsyth & Sober
Florida
-$11M -328,600 Closed
GWM
18
Geneos Wealth Management
Colorado
-$32.8K -1,200 Closed
Jones Financial Companies
19
Jones Financial Companies
Missouri
-$9.58K -350 Closed
SIS
20
Sound Income Strategies
Florida
-$5.88K -215 Closed
Morgan Stanley
21
Morgan Stanley
New York
-$246 -9 Closed

FSGS Hedge Fund Activity: Q2 2025 in Review

16 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust SMID Growth Strength ETF (FSGS) for Q2 2025, worth a combined $12.5M — down 46% from $23.1M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of FSGS and 3 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 4 added.

The largest buyer was Citadel Advisors, adding an estimated $529K. The largest seller was Aft Forsyth & Sober, exiting entirely with an estimated $11M sold.

  • 16 institutional investors held First Trust SMID Growth Strength ETF (FSGS) as of Q2 2025, down from 18 in Q1 2025.
  • Funds reported $12.5M of First Trust SMID Growth Strength ETF stock for Q2 2025, down 46% quarter-over-quarter.
  • 3 funds opened new First Trust SMID Growth Strength ETF positions in Q2 2025 and 5 closed out, a net change of -2 holders.
  • The largest First Trust SMID Growth Strength ETF buyer in Q2 2025 was Citadel Advisors, an estimated $529K added.
  • The largest First Trust SMID Growth Strength ETF seller in Q2 2025 was Aft Forsyth & Sober, an estimated $11M sold.

Based on aggregated 13F filings for Q2 2025.