First Trust Smid Growth StreFSGSETF
13F holders, Q2 2025 (June 30)16holders −2
2new positions
5sold out
1famous investor
$29.66avg. 13F price*
At the end of Q2 2025, 16 institutions reported holding First Trust Smid Growth Stre (FSGS) in their 13F filings, down 2 from Q1 2025. 2 opened new positions and 5 sold out. The largest holders were LPL Financial LLC ($8.0M), Citadel Advisors ($977K) and Three Cord True Wealth Management, LLC ($936K). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $9K |
| Exits | 5 | $11.0M |
All 13F filers, Q1 2025 → Q2 2025: 29,075 shares bought and 379,407 shares sold, net −350,332 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 16 holders
| LPL Financial LLC | 0.00% | Reduce -14.4% | 269,529 | $8.0M |
| Citadel Advisors | 0.00% | Add +131.5% | 32,958 | $977K |
| Three Cord True Wealth Management, LLC | 0.70% | Reduce -2.2% | 31,570 | $936K |
| Susquehanna International Group, LLP | 0.00% | Add +23.7% | 26,344 | $781K |
| Archer Investment Corp | 0.14% | Reduce -0.1% | 20,137 | $597K |
| Commonwealth Equity Services, LLC | 0.00% | Add +33.9% | 12,772 | $379K |
| Western Wealth Management, LLC | 0.01% | Reduce -29.5% | 6,975 | $207K |
| Private Advisor Group, LLC | 0.00% | Reduce -6.4% | 6,958 | $206K |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.7% | 5,669 | $168K |
| UBS Group AG | 0.00% | Add +85.1% | 3,823 | $113K |
| Global Retirement Partners, LLC | 0.00% | — | 3,613 | $107K |
| Private Trust Co. NA | 0.01% | No change | 2,029 | $60K |
| Assetmark, Inc. | 0.00% | New | 294 | $9K |
| Harbour Investments, Inc. | 0.00% | No change | 131 | $4K |
| Sunbelt Securities, Inc. | 0.00% | New | 25 | $743 |
| Wells Fargo & Company | 0.00% | No change | 1 | $29 |
"% 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.