First Trust Smid Growth StreFSGSETF
13F holders, Q4 2024 (December 31)17holders +2
4new positions
2sold out
$31.91avg. 13F price*
At the end of Q4 2024, 17 institutions reported holding First Trust Smid Growth Stre (FSGS) in their 13F filings, up 2 from Q3 2024. 4 opened new positions and 2 sold out. The largest holders were Aft, Forsyth & Sober, LLC ($9.0M), LPL Financial LLC ($8.8M) and Independent Advisor Alliance ($1.2M).
- Company
- First Trust Smid Growth Stre
- CUSIP
- 33738R746
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $11.2M |
| Exits | 2 | $1.0M |
All 13F filers, Q3 2024 → Q4 2024: 325,345 shares bought and 130,145 shares sold, net +195,200 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 17 holders
| Aft, Forsyth & Sober, LLC | 2.93% | New | 251,600 | $9.0M |
| LPL Financial LLC | 0.00% | Reduce -24.3% | 297,587 | $8.8M |
| Independent Advisor Alliance | 0.02% | New | 39,721 | $1.2M |
| Three Cord True Wealth Management, LLC | 0.89% | — | 34,633 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | New | 32,229 | $958K |
| Archer Investment Corp | 0.16% | Add +2.8% | 19,789 | $588K |
| Western Wealth Management, LLC | 0.02% | Add +0.3% | 9,893 | $294K |
| Private Advisor Group, LLC | 0.00% | Add +6.8% | 7,433 | $221K |
| Osaic Holdings, Inc. | 0.00% | Add +11.3% | 5,225 | $155K |
| Global Retirement Partners, LLC | 0.00% | Add +0.1% | 3,613 | $107K |
| Private Trust Co. NA | 0.01% | No change | 1,774 | $53K |
| Geneos Wealth Management Inc. | 0.00% | No change | 400 | $12K |
| Sound Income Strategies, LLC | 0.00% | New | 215 | $6K |
| Harbour Investments, Inc. | 0.00% | No change | 131 | $4K |
| PSI Advisors, LLC | 0.00% | Add +1.0% | 103 | $3K |
| Sunbelt Securities, Inc. | 0.00% | No change | 25 | $744 |
| Morgan Stanley | 0.00% | Reduce -50.0% | 1 | $56 |
"% 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.