First Trust Smid Growth StreFSGSETF
13F holders, Q1 2026 (March 31)12holders −1
2new positions
2sold out
1famous investor
$29.21avg. 13F price*
At the end of Q1 2026, 12 institutions reported holding First Trust Smid Growth Stre (FSGS) in their 13F filings, down 1 from Q4 2025. 2 opened new positions and 2 sold out. The largest holders were LPL Financial LLC ($8.0M), Independent Advisor Alliance ($3.9M) and Three Cord True Wealth Management, LLC ($801K). 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $3.9M |
| Exits | 2 | $85K |
All 13F filers, Q4 2025 → Q1 2026: 134,969 shares bought and 6,476 shares sold, net +128,493 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 12 holders
| LPL Financial LLC | 0.00% | Add +0.0% | 274,818 | $8.0M |
| Independent Advisor Alliance | 0.04% | New | 134,085 | $3.9M |
| Three Cord True Wealth Management, LLC | 0.44% | Reduce -0.1% | 27,412 | $801K |
| Archer Investment Corp | 0.12% | Reduce -1.1% | 19,505 | $570K |
| Citadel Advisors | 0.00% | Reduce -5.2% | 18,271 | $534K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -15.3% | 10,047 | $293K |
| Private Advisor Group, LLC | 0.00% | Add +0.0% | 9,396 | $274K |
| Western Wealth Management, LLC | 0.01% | No change | 7,552 | $221K |
| Osaic Holdings, Inc. | 0.00% | Reduce -21.6% | 2,310 | $67K |
| Private Trust Co. NA | 0.01% | No change | 2,029 | $59K |
| AE Wealth Management LLC | 0.00% | New | 763 | $22K |
| Harbour Investments, Inc. | 0.00% | Add +83.2% | 229 | $7K |
"% 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.