First Trust Smid Capital STRFSCSETF
13F holders, Q2 2026 (June 30)27holders −4
2new positions
6sold out
$36.80avg. 13F price*
At the end of Q2 2026, 27 institutions reported holding First Trust Smid Capital STR (FSCS) in their 13F filings, down 4 from Q1 2026. 2 opened new positions and 6 sold out. The largest holders were LPL Financial LLC ($18.9M), NewEdge Advisors, LLC ($16.4M) and Cambridge Investment Research Advisors, Inc. ($3.6M).
- Company
- First Trust Smid Capital STR
- CUSIP
- 33738R753
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $63K |
| Exits | 6 | $670K |
All 13F filers, Q1 2026 → Q2 2026: 55,205 shares bought and 37,595 shares sold, net +17,610 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 27 holders
| LPL Financial LLC | 0.00% | Reduce -1.3% | 514,446 | $18.9M |
| NewEdge Advisors, LLC | 0.05% | Add +6.7% | 444,338 | $16.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +0.4% | 98,049 | $3.6M |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.0% | 51,591 | $1.9M |
| Equitable Holdings, Inc. | 0.01% | Add +35.8% | 40,129 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -6.5% | 23,962 | $882K |
| Sanctuary Advisors, LLC | 0.00% | Add +48.2% | 21,686 | $798K |
| Cetera Investment Advisers | 0.00% | Add +38.0% | 18,709 | $688K |
| FSB Premier Wealth Management, Inc. | 0.19% | Add +0.0% | 17,871 | $658K |
| Two Sigma Investments, LP | 0.00% | Reduce -7.7% | 14,300 | $526K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -38.9% | 11,065 | $407K |
| PFG Investments, LLC | 0.01% | No change | 10,307 | $379K |
| International Assets Investment Management, LLC | 0.02% | Add +15.7% | 7,390 | $272K |
| Private Advisor Group, LLC | 0.00% | Add +5.2% | 6,696 | $246K |
| Harbour Investments, Inc. | 0.00% | Reduce -5.7% | 4,553 | $168K |
| IFG Advisory, LLC | 0.00% | New | 1,707 | $63K |
| MPWM Advisory Solutions, LLC | 0.02% | Add +8.0% | 1,467 | $54K |
| Lanark Financial, Inc. | 0.00% | No change | 1,375 | $51K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 1,300 | $48K |
| Morgan Stanley | 0.00% | Add +55000.0% | 1,102 | $41K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 873 | $32K |
| Global Retirement Partners, LLC | 0.00% | — | 835 | $31K |
| Farther Finance Advisors, LLC | 0.00% | No change | 380 | $14K |
| Royal Bank of Canada | 0.00% | Add +6.8% | 314 | $12K |
| Golden State Wealth Management, LLC | 0.00% | No change | 53 | $2K |
| Bullseye Investment Management, LLC | 0.00% | New | 10 | $368 |
| Wells Fargo & Company | 0.00% | No change | 1 | $39 |
"% of holder's portfolio" is FSCS's weight in each manager's 13F, not the share of First Trust Smid Capital STR the manager owns.