FSGS Institutional Ownership
First Trust SMID Growth Strength ETF
1W: +0.1%
1M: -4.2%
3M: -1.2%
YTD: +5.1%
1Y: +3.4%
3Y: +30.9%
5Y: +22.2%
$32.08
-0.01 (-0.04%)
Weekly Expected Move ±1.4%
$31
$32
$32
$33
$33
Overview
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Holdings
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Short Interest
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Institutional Ownership — FSGS
18
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
11M
Total Invested
5
New Positions
3
Increased
8
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (19 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 280,507 | 9M | +5,689 | +2.1% | 33Q | SEC ↗ |
| 2 | Three Cord True Wealth Management, LLC | 27,024 | 867K | -388 | -1.4% | 7Q | SEC ↗ |
| 3 | Archer Investment Corp | 17,611 | 565K | -1,894 | -9.7% | 20Q | SEC ↗ |
| 4 | Private Advisor Group, LLC | 9,396 | 301K | — | +0.0% | 8Q | SEC ↗ |
| 5 | Global Retirement Partners, LLC NEW | 3,238 | 104K | — | +0.0% | 1Q | SEC ↗ |
| 6 | INTERNATIONAL ASSETS INVESTMENT MANAGE NEW | 3,225 | 103K | — | +0.0% | 1Q | SEC ↗ |
| 7 | PRIVATE TRUST CO NA | 2,201 | 71K | +172 | +8.5% | 17Q | SEC ↗ |
| 8 | OSAIC HOLDINGS, INC. | 1,913 | 61K | -397 | -17.2% | 26Q | SEC ↗ |
| 9 | Integrated Wealth Concepts LLC NEW | 230 | 7K | — | +0.0% | 1Q | SEC ↗ |
| 10 | HARBOUR INVESTMENTS, INC. | 229 | 7K | — | +0.0% | 17Q | SEC ↗ |
| 11 | UBS Group AG NEW | 23 | 1K | — | +0.0% | 1Q | SEC ↗ |
| 12 | WELLS FARGO & COMPANY/MN | 1 | 0K | +1 | — | 15Q | SEC ↗ |
| 13 | MORGAN STANLEY NEW | 1 | 0K | — | +0.0% | 1Q | SEC ↗ |
| 14 | Independent Advisor Alliance | 0 | 0K | -134,085 | -100.0% | 1Q | SEC ↗ |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | 0 | 0K | -10,047 | -100.0% | 5Q | SEC ↗ |
| 16 | AE Wealth Management LLC | 0 | 0K | -763 | -100.0% | 1Q | SEC ↗ |
| 17 | Kestra Advisory Services, LLC | 0 | 0K | -2,392 | -100.0% | 1Q | SEC ↗ |
| 18 | CITADEL ADVISORS LLC | 0 | 0K | -18,271 | -100.0% | 5Q | SEC ↗ |
| 19 | Western Wealth Management, LLC | 0 | 0K | -7,552 | -100.0% | 18Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| Global Retirement Partners, LLC | 3,238 | 104K |
| INTERNATIONAL ASSETS INVESTMENT MAN | 3,225 | 103K |
| Integrated Wealth Concepts LLC | 230 | 7K |
| UBS Group AG | 23 | 1K |
| MORGAN STANLEY | 1 | 0K |
Sold Out (6)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Independent Advisor Alliance | 134,085 | 4M |
| CITADEL ADVISORS LLC | 18,271 | 586K |
| COMMONWEALTH EQUITY SERVICES, LLC | 10,047 | 322K |
| Western Wealth Management, LLC | 7,552 | 242K |
| Kestra Advisory Services, LLC | 2,392 | 77K |
| AE Wealth Management LLC | 763 | 24K |
Biggest Increases (3)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +5,689 | +2.1% | 280,507 |
| PRIVATE TRUST CO NA | +172 | +8.5% | 2,201 |
| WELLS FARGO & COMPANY/MN | +1 | — | 1 |
Biggest Decreases (3)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Archer Investment Corp | -1,894 | -9.7% | 17,611 |
| OSAIC HOLDINGS, INC. | -397 | -17.2% | 1,913 |
| Three Cord True Wealth Management, | -388 | -1.4% | 27,024 |