First Trust Smid Capital STRFSCSETF
13F holders, Q4 2025 (December 31)30holders −2
2new positions
4sold out
$35.77avg. 13F price*
At the end of Q4 2025, 30 institutions reported holding First Trust Smid Capital STR (FSCS) in their 13F filings, down 2 from Q3 2025. 2 opened new positions and 4 sold out. The largest holders were LPL Financial LLC ($18.2M), NewEdge Advisors, LLC ($13.3M) and Cambridge Investment Research Advisors, Inc. ($3.5M).
- Company
- First Trust Smid Capital STR
- CUSIP
- 33738R753
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $382K |
| Exits | 4 | $2.0M |
All 13F filers, Q3 2025 → Q4 2025: 244,789 shares bought and 86,045 shares sold, net +158,744 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 30 holders
| LPL Financial LLC | 0.01% | Add +55.1% | 509,668 | $18.2M |
| NewEdge Advisors, LLC | 0.05% | Add +2.8% | 373,057 | $13.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +7.0% | 97,026 | $3.5M |
| Osaic Holdings, Inc. | 0.00% | Add +21.6% | 51,978 | $1.9M |
| Equitable Holdings, Inc. | 0.01% | Add +182.8% | 21,153 | $757K |
| FSB Premier Wealth Management, Inc. | 0.21% | Add +0.0% | 18,313 | $655K |
| Two Sigma Investments, LP | 0.00% | Add +27.1% | 15,500 | $554K |
| Kestra Advisory Services, LLC | 0.00% | Add +39.5% | 15,051 | $538K |
| Sanctuary Advisors, LLC | 0.00% | Add +43.1% | 13,976 | $500K |
| PFG Investments, LLC | 0.02% | New | 10,307 | $369K |
| Cetera Investment Advisers | 0.00% | Add +10.7% | 8,584 | $307K |
| Envestnet Asset Management Inc. | 0.00% | Add +2.0% | 8,425 | $301K |
| International Assets Investment Management, LLC | 0.02% | Add +5.3% | 6,390 | $229K |
| Private Advisor Group, LLC | 0.00% | Add +2.5% | 6,167 | $221K |
| Harbour Investments, Inc. | 0.00% | Reduce -0.2% | 4,674 | $167K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.3% | 2,718 | $97K |
| MPWM Advisory Solutions, LLC | 0.03% | No change | 1,636 | $59K |
| Lanark Financial, Inc. | 0.00% | No change | 1,375 | $49K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 1,300 | $47K |
| Cwm, LLC | 0.00% | Add +48.6% | 1,213 | $43K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 873 | $31K |
| Allworth Financial LP | 0.00% | No change | 873 | $31K |
| Global Retirement Partners, LLC | 0.00% | No change | 835 | $30K |
| Farther Finance Advisors, LLC | 0.00% | New | 380 | $14K |
| Royal Bank of Canada | 0.00% | Reduce -74.7% | 314 | $11K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 265 | $9K |
| Bullseye Investment Management, LLC | 0.00% | Reduce -99.8% | 71 | $3K |
| Golden State Wealth Management, LLC | 0.00% | Add +1.9% | 53 | $2K |
| Morgan Stanley | 0.00% | Add +50.0% | 3 | $113 |
| Wells Fargo & Company | 0.00% | No change | 1 | $30 |
"% 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.