First Trust Smid Growth StreFSGSETF
13F holders, Q1 2025 (March 31)18holders +1
4new positions
3sold out
1famous investor
$29.97avg. 13F price*
At the end of Q1 2025, 18 institutions reported holding First Trust Smid Growth Stre (FSGS) in their 13F filings, up 1 from Q4 2024. 4 opened new positions and 3 sold out. The largest holders were Aft, Forsyth & Sober, LLC ($11.0M), LPL Financial LLC ($8.6M) and Three Cord True Wealth Management, LLC ($883K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- First Trust Smid Growth Stre
- CUSIP
- 33738R746
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $716K |
| Exits | 3 | $1.2M |
All 13F filers, Q4 2024 → Q1 2025: 121,909 shares bought and 53,121 shares sold, net +68,788 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 18 holders
| Aft, Forsyth & Sober, LLC | 3.84% | Add +30.6% | 328,600 | $11.0M |
| LPL Financial LLC | 0.00% | Add +5.9% | 315,068 | $8.6M |
| Three Cord True Wealth Management, LLC | 0.76% | Reduce -6.8% | 32,288 | $883K |
| Susquehanna International Group, LLP | 0.00% | Reduce -33.9% | 21,302 | $582K |
| Archer Investment Corp | 0.14% | Add +1.9% | 20,161 | $551K |
| Citadel Advisors | 0.00% | New | 14,237 | $389K |
| Western Wealth Management, LLC | 0.02% | No change | 9,893 | $270K |
| Commonwealth Equity Services, LLC | 0.00% | New | 9,537 | $261K |
| Private Advisor Group, LLC | 0.00% | No change | 7,433 | $203K |
| Osaic Holdings, Inc. | 0.00% | Add +11.5% | 5,828 | $159K |
| UBS Group AG | 0.00% | New | 2,065 | $56K |
| Private Trust Co. NA | 0.01% | Add +14.4% | 2,029 | $55K |
| Geneos Wealth Management Inc. | 0.00% | No change | 400 | $11K |
| Jones Financial Companies LLLP | 0.00% | New | 350 | $10K |
| Sound Income Strategies, LLC | 0.00% | No change | 215 | $6K |
| Harbour Investments, Inc. | 0.00% | No change | 131 | $4K |
| Morgan Stanley | 0.00% | Add +800.0% | 9 | $246 |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $26 |
"% 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.