First Trust Smid Capital STRFSCSETF
13F holders, Q3 2025 (September 30)32holders +4
6new positions
2sold out
1famous investor
$36.63avg. 13F price*
At the end of Q3 2025, 32 institutions reported holding First Trust Smid Capital STR (FSCS) in their 13F filings, up 4 from Q2 2025. 6 opened new positions and 2 sold out. The largest holders were NewEdge Advisors, LLC ($13.3M), LPL Financial LLC ($12.1M) and Cambridge Investment Research Advisors, Inc. ($3.3M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.9M |
| Exits | 2 | $447K |
All 13F filers, Q2 2025 → Q3 2025: 152,421 shares bought and 30,188 shares sold, net +122,233 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 32 holders
| NewEdge Advisors, LLC | 0.06% | Add +4.5% | 362,818 | $13.3M |
| LPL Financial LLC | 0.00% | Add +0.3% | 328,660 | $12.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +430.4% | 90,723 | $3.3M |
| Osaic Holdings, Inc. | 0.00% | Add +3.5% | 42,749 | $1.6M |
| Citadel Advisors | 0.00% | New | 34,341 | $1.3M |
| Bullseye Investment Management, LLC | 0.68% | No change | 30,657 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -56.7% | 18,887 | $693K |
| FSB Premier Wealth Management, Inc. | 0.22% | Add +0.0% | 18,307 | $672K |
| Two Sigma Investments, LP | 0.00% | Add +20.8% | 12,200 | $448K |
| Kestra Advisory Services, LLC | 0.00% | Add +25.9% | 10,789 | $396K |
| Sanctuary Advisors, LLC | 0.00% | Add +61.2% | 9,767 | $358K |
| Envestnet Asset Management Inc. | 0.00% | Add +7.1% | 8,257 | $303K |
| Cetera Investment Advisers | 0.00% | New | 7,755 | $284K |
| Equitable Holdings, Inc. | 0.00% | New | 7,481 | $274K |
| International Assets Investment Management, LLC | 0.02% | No change | 6,069 | $222K |
| Private Advisor Group, LLC | 0.00% | Add +2.1% | 6,017 | $221K |
| Harbour Investments, Inc. | 0.00% | No change | 4,684 | $172K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.1% | 2,711 | $99K |
| MPWM Advisory Solutions, LLC | 0.04% | No change | 1,636 | $60K |
| Lanark Financial, Inc. | 0.00% | No change | 1,375 | $50K |
| Rockefeller Capital Management L.P. | 0.00% | New | 1,300 | $48K |
| Royal Bank of Canada | 0.00% | Add +11.4% | 1,243 | $46K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 1,100 | $40K |
| Allworth Financial LP | 0.00% | No change | 873 | $32K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 873 | $32K |
| Global Retirement Partners, LLC | 0.00% | Reduce -14.8% | 835 | $31K |
| Cwm, LLC | 0.00% | New | 816 | $30K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 265 | $10K |
| UBS Group AG | 0.00% | Add +200.0% | 192 | $7K |
| Golden State Wealth Management, LLC | 0.00% | No change | 52 | $2K |
| Morgan Stanley | 0.00% | Add +100.0% | 2 | $76 |
| Wells Fargo & Company | 0.00% | No change | 1 | $23 |
"% 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.