First Trust Smid Capital STRFSCSETF
13F holders, Q1 2024 (March 31)13holders
1famous investor
$33.12avg. 13F price*
At the end of Q1 2024, 13 institutions reported holding First Trust Smid Capital STR (FSCS) in their 13F filings. The largest holders were LPL Financial LLC ($8.7M), Citadel Advisors ($1.2M) and FSB Premier Wealth Management, Inc. ($617K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- First Trust Smid Capital STR
- CUSIP
- 33738R753
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.3M |
| Exits | 2 | $394K |
Ownership 13 holders
| LPL Financial LLC | 0.00% | Reduce -34.3% | 262,224 | $8.7M |
| Citadel Advisors | 0.00% | New | 37,041 | $1.2M |
| FSB Premier Wealth Management, Inc. | 0.29% | Reduce -5.3% | 18,635 | $617K |
| Susquehanna International Group, LLP | 0.00% | Reduce -72.9% | 12,930 | $428K |
| Mariner, LLC | 0.00% | Reduce -15.0% | 6,061 | $201K |
| Global Retirement Partners, LLC | 0.00% | No change | 2,059 | $68K |
| Royal Bank of Canada | 0.00% | No change | 1,664 | $55K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,100 | $36K |
| Allworth Financial LP | 0.00% | New | 873 | $29K |
| Harbour Investments, Inc. | 0.00% | No change | 857 | $28K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 421 | $14K |
| UBS Group AG | 0.00% | Reduce -95.5% | 63 | $2K |
| Morgan Stanley | 0.00% | New | 1 | $33 |
"% 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.