FSCS Institutional Ownership
First Trust SMID Capital Strength ETF
1W: -0.3%
1M: -4.3%
3M: -3.8%
YTD: +0.1%
1Y: -1.6%
3Y: +34.3%
5Y: +30.8%
$35.79
+0.12 (+0.33%)
Weekly Expected Move ±1.0%
$35
$35
$36
$36
$36
Overview
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Short Interest
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Institutional Ownership — FSCS
34
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
48M
Total Invested
4
New Positions
11
Increased
12
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (36 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 514,446 | $18M | -6,793 | -1.3% | 35Q | SEC ↗ |
| 2 | NewEdge Advisors, LLC | 444,338 | $16M | +27,732 | +6.7% | 9Q | SEC ↗ |
| 3 | Cambridge Investment Research Advisors | 98,049 | $4M | +408 | +0.4% | 9Q | SEC ↗ |
| 4 | OSAIC HOLDINGS, INC. | 51,591 | $2M | -1,590 | -3.0% | 8Q | SEC ↗ |
| 5 | Equitable Holdings, Inc. | 40,129 | $1M | +10,573 | +35.8% | 4Q | SEC ↗ |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 23,962 | $858K | -1,654 | -6.5% | 2Q | SEC ↗ |
| 7 | Sanctuary Advisors, LLC | 21,686 | $776K | +7,051 | +48.2% | 5Q | SEC ↗ |
| 8 | Cetera Investment Advisers | 18,709 | $670K | +5,157 | +38.1% | 4Q | SEC ↗ |
| 9 | FSB PREMIER WEALTH MANAGEMENT, INC. | 17,871 | $640K | +7 | +0.0% | 15Q | SEC ↗ |
| 10 | TWO SIGMA INVESTMENTS, LP | 14,300 | $512K | -1,200 | -7.7% | 5Q | SEC ↗ |
| 11 | Kestra Advisory Services, LLC | 11,065 | $396K | -7,057 | -38.9% | 5Q | SEC ↗ |
| 12 | PFG Investments, LLC | 10,307 | $369K | — | +0.0% | 3Q | SEC ↗ |
| 13 | INTERNATIONAL ASSETS INVESTMENT MANAGE | 7,390 | $265K | +1,000 | +15.6% | 7Q | SEC ↗ |
| 14 | Private Advisor Group, LLC | 6,696 | $240K | +332 | +5.2% | 5Q | SEC ↗ |
| 15 | HARBOUR INVESTMENTS, INC. | 4,553 | $163K | -275 | -5.7% | 17Q | SEC ↗ |
| 16 | IFG Advisory, LLC NEW | 1,707 | $61K | — | +0.0% | 1Q | SEC ↗ |
| 17 | MPWM ADVISORY SOLUTIONS, LLC | 1,467 | $53K | +108 | +7.9% | 7Q | SEC ↗ |
| 18 | LANARK FINANCIAL, INC. | 1,375 | $49K | — | +0.0% | 7Q | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 1,300 | $47K | — | +0.0% | 4Q | SEC ↗ |
| 20 | MORGAN STANLEY | 1,102 | $39K | +1,100 | +55000.0% | 10Q | SEC ↗ |
| 21 | Integrated Wealth Concepts LLC NEW | 1,020 | $37K | — | +0.0% | 1Q | SEC ↗ |
| 22 | Pinnacle Bancorp, Inc. | 873 | $31K | — | +0.0% | 8Q | SEC ↗ |
| 23 | CWM, LLC | 869 | $31K | -344 | -28.4% | 3Q | SEC ↗ |
| 24 | Global Retirement Partners, LLC NEW | 835 | $30K | — | +0.0% | 1Q | SEC ↗ |
| 25 | Farther Finance Advisors, LLC | 380 | $14K | — | +0.0% | 3Q | SEC ↗ |
| 26 | ROYAL BANK OF CANADA | 314 | $11K | +20 | +6.8% | 29Q | SEC ↗ |
| 27 | Golden State Wealth Management, LLC | 53 | $2K | — | +0.0% | 7Q | SEC ↗ |
| 28 | Bullseye Investment Management, LLC NEW | 10 | $0K | — | +0.0% | 1Q | SEC ↗ |
| 29 | WELLS FARGO & COMPANY/MN | 1 | $0K | — | +0.0% | 15Q | SEC ↗ |
| 30 | ASSETMARK, INC | 0 | $0K | -63 | -100.0% | 1Q | SEC ↗ |
| 31 | Independent Advisor Alliance | 0 | $0K | -6,498 | -100.0% | 1Q | SEC ↗ |
| 32 | Steward Partners Investment Advisory, | 0 | $0K | -265 | -100.0% | 2Q | SEC ↗ |
| 33 | ENVESTNET ASSET MANAGEMENT INC | 0 | $0K | -8,830 | -100.0% | 7Q | SEC ↗ |
| 34 | Allworth Financial LP | 0 | $0K | -873 | -100.0% | 9Q | SEC ↗ |
| 35 | UBS Group AG | 0 | $0K | -36 | -100.0% | 1Q | SEC ↗ |
| 36 | Aptus Capital Advisors, LLC | 0 | $0K | -2,726 | -100.0% | 6Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| IFG Advisory, LLC | 1,707 | $61K |
| Integrated Wealth Concepts LLC | 1,020 | $37K |
| Global Retirement Partners, LLC | 835 | $30K |
| Bullseye Investment Management, LLC | 10 | $0K |
Sold Out (7)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 8,830 | $316K |
| Independent Advisor Alliance | 6,498 | $233K |
| Aptus Capital Advisors, LLC | 2,726 | $98K |
| Allworth Financial LP | 873 | $31K |
| Steward Partners Investment Advisor | 265 | $9K |
| ASSETMARK, INC | 63 | $2K |
| UBS Group AG | 36 | $1K |
Biggest Increases (11)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| NewEdge Advisors, LLC | +27,732 | +6.7% | 444,338 |
| Equitable Holdings, Inc. | +10,573 | +35.8% | 40,129 |
| Sanctuary Advisors, LLC | +7,051 | +48.2% | 21,686 |
| Cetera Investment Advisers | +5,157 | +38.1% | 18,709 |
| MORGAN STANLEY | +1,100 | +55000.0% | 1,102 |
| INTERNATIONAL ASSETS INVESTMENT MAN | +1,000 | +15.6% | 7,390 |
| Cambridge Investment Research Advis | +408 | +0.4% | 98,049 |
| Private Advisor Group, LLC | +332 | +5.2% | 6,696 |
| MPWM ADVISORY SOLUTIONS, LLC | +108 | +7.9% | 1,467 |
| ROYAL BANK OF CANADA | +20 | +6.8% | 314 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | +7 | +0.0% | 17,871 |
Biggest Decreases (7)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Kestra Advisory Services, LLC | -7,057 | -38.9% | 11,065 |
| LPL Financial LLC | -6,793 | -1.3% | 514,446 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -1,654 | -6.5% | 23,962 |
| OSAIC HOLDINGS, INC. | -1,590 | -3.0% | 51,591 |
| TWO SIGMA INVESTMENTS, LP | -1,200 | -7.7% | 14,300 |
| CWM, LLC | -344 | -28.4% | 869 |
| HARBOUR INVESTMENTS, INC. | -275 | -5.7% | 4,553 |