First Trust Smid Growth StreFSGSETF
13F holders, Q1 2024 (March 31)15holders
$28.88avg. 13F price*
At the end of Q1 2024, 15 institutions reported holding First Trust Smid Growth Stre (FSGS) in their 13F filings. The largest holders were LPL Financial LLC ($18.2M), Archer Investment Corp ($479K) and ICA Group Wealth Management, LLC ($357K).
- Company
- First Trust Smid Growth Stre
- CUSIP
- 33738R746
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $7K |
| Exits | 2 | $1.1M |
Ownership 15 holders
| LPL Financial LLC | 0.01% | Add +0.1% | 630,034 | $18.2M |
| Archer Investment Corp | 0.14% | Reduce -1.2% | 16,583 | $479K |
| ICA Group Wealth Management, LLC | 0.07% | Reduce -12.7% | 12,350 | $357K |
| Western Wealth Management, LLC | 0.02% | Reduce -1.8% | 10,138 | $293K |
| Osaic Holdings, Inc. | 0.00% | Reduce -62.3% | 6,924 | $200K |
| Global Retirement Partners, LLC | 0.00% | Reduce -8.5% | 3,609 | $104K |
| Private Trust Co. NA | 0.00% | Reduce -15.9% | 1,547 | $45K |
| Harbour Investments, Inc. | 0.00% | No change | 707 | $20K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -55.6% | 400 | $12K |
| Wells Fargo & Company | 0.00% | Add +36900.0% | 370 | $11K |
| Allworth Financial LP | 0.00% | New | 213 | $6K |
| PSI Advisors, LLC | 0.00% | No change | 100 | $3K |
| UBS Group AG | 0.00% | Add +113.5% | 79 | $2K |
| Sunbelt Securities, Inc. | 0.00% | New | 25 | $722 |
| Morgan Stanley | 0.00% | No change | 1 | $36 |
"% of holder's portfolio" is FSGS's weight in each manager's 13F, not the share of First Trust Smid Growth Stre the manager owns.