First Trust Smid Growth StreFSGSETF
13F holders, Q4 2025 (December 31)13holders
1new positions
1sold out
1famous investor
$30.43avg. 13F price*
At the end of Q4 2025, 13 institutions reported holding First Trust Smid Growth Stre (FSGS) in their 13F filings, unchanged from Q3 2025. 1 opened new positions and 1 sold out. The largest holders were LPL Financial LLC ($8.4M), Three Cord True Wealth Management, LLC ($835K) and Archer Investment Corp ($600K). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $73K |
| Exits | 1 | $1.3M |
All 13F filers, Q3 2025 → Q4 2025: 5,432 shares bought and 73,677 shares sold, net −68,245 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 13 holders
| LPL Financial LLC | 0.00% | Reduce -2.1% | 274,802 | $8.4M |
| Three Cord True Wealth Management, LLC | 0.49% | Reduce -10.4% | 27,428 | $835K |
| Archer Investment Corp | 0.14% | Reduce -0.7% | 19,730 | $600K |
| Citadel Advisors | 0.00% | Reduce -45.4% | 19,270 | $586K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.2% | 11,857 | $361K |
| Private Advisor Group, LLC | 0.00% | Add +35.0% | 9,395 | $286K |
| Western Wealth Management, LLC | 0.01% | Add +8.3% | 7,552 | $230K |
| Global Retirement Partners, LLC | 0.00% | No change | 3,238 | $99K |
| Osaic Holdings, Inc. | 0.00% | Reduce -47.7% | 2,947 | $90K |
| Kestra Advisory Services, LLC | 0.00% | New | 2,392 | $73K |
| Private Trust Co. NA | 0.01% | No change | 2,029 | $62K |
| UBS Group AG | 0.00% | Reduce -90.4% | 397 | $12K |
| Harbour Investments, Inc. | 0.00% | Reduce -4.6% | 125 | $4K |
"% 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.