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First Trust SMID Capital Strength ETF (FSCS) Institutional Ownership

First Trust SMID Capital Strength ETF logo
$37.00 -0.18 (-0.48%)
As of 07/2/2026 03:29 PM Eastern
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Institutional Ownership Changes (13F Filings) for First Trust SMID Capital Strength ETF (NASDAQ:FSCS)

Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$22.92M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$13.09M
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FSCS Institutional Buying and Selling by Quarter

First Trust SMID Capital Strength ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2026NewEdge Advisors LLC416,606$14.67M0.1%+11.7%26.038%
5/19/2026NewEdge Advisors LLC27,020$951K0.0%-92.8%1.689%
5/13/2026Cetera Investment Advisers13,552$477K0.0%+57.9%0.847%
5/5/2026Sanctuary Advisors LLC14,635$515K0.0%+4.7%0.915%
4/30/2026Kestra Advisory Services LLC18,122$638K0.0%+20.4%1.133%
2/18/2026NewEdge Advisors LLC373,057$13.35M0.0%+2.8%22.610%
2/17/2026Cetera Investment Advisers8,584$307K0.0%+10.7%0.520%
2/17/2026Equitable Holdings Inc.21,153$757K0.0%+182.8%1.282%
2/17/2026Osaic Holdings Inc.51,978$1.86M0.0%+21.6%3.150%
2/13/2026Kestra Advisory Services LLC15,051$538K0.0%+39.5%0.912%
2/11/2026LPL Financial LLC509,668$18.23M0.0%+55.1%30.889%
2/3/2026International Assets Investment Management LLC6,390$229K0.0%+5.3%0.387%
1/29/2026Sanctuary Advisors LLC13,976$500K0.0%+43.1%0.847%
1/26/2026CWM LLC1,213$43K0.0%+48.7%0.076%
1/26/2026PFG Investments LLC10,307$369K0.0%N/A0.644%
11/17/2025NewEdge Advisors LLC362,818$13.31M0.1%+4.5%25.916%
11/17/2025Susquehanna International Group LLP18,887$693K0.0%-56.7%1.349%
11/17/2025Citadel Advisors LLC34,341$1.26M0.0%N/A2.453%
11/14/2025Equitable Holdings Inc.7,481$274K0.0%N/A0.534%
11/14/2025Two Sigma Investments LP12,200$448K0.0%+20.8%0.871%
11/5/2025Envestnet Asset Management Inc.8,257$303K0.0%+7.1%0.590%
10/15/2025CWM LLC816$30K0.0%N/A0.060%
9/4/2025Osaic Holdings Inc.41,286$1.48M0.0%+254.9%3.176%
8/14/2025NewEdge Advisors LLC347,221$12.41M0.1%+312.4%26.709%
6/27/2025Goldman Sachs Group Inc.15,927$550K0.0%N/A1.991%
5/16/2025Goldman Sachs Group Inc.15,927$550K0.0%N/A1.991%
5/16/2025NewEdge Advisors LLC84,203$2.91M0.0%+378.8%10.525%
5/8/2025Harbour Investments Inc.4,684$162K0.0%+1,827.6%0.586%
5/8/2025FSB Premier Wealth Management Inc.18,303$632K0.2%-1.8%2.288%
5/7/2025LPL Financial LLC309,068$10.68M0.0%+5.2%38.634%
5/6/2025Cetera Investment Advisers5,980$207K0.0%N/A0.748%
4/15/2025GPS Wealth Strategies Group LLC1,100$38K0.0%N/A0.138%
4/9/2025NBC Securities Inc.1,375$47K0.0%+137,400.0%0.172%
2/18/2025Mpwm Advisory Solutions LLC1,636$58K0.0%N/A0.234%
2/17/2025Aptus Capital Advisors LLC2,707$96K0.0%N/A0.387%
2/14/2025Concourse Financial Group Securities Inc.4,664$170K0.0%N/A0.666%
2/13/2025NewEdge Advisors LLC17,588$623K0.0%N/A2.513%
2/13/2025Envestnet Asset Management Inc.7,542$267K0.0%N/A1.077%
2/12/2025FSB Premier Wealth Management Inc.18,640$660K0.3%N/A2.663%
2/12/2025Bullseye Investment Management LLC19,437$686K0.5%N/A2.777%
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2/11/2025LPL Financial LLC293,883$10.41M0.0%N/A41.983%
2/7/2025Independent Advisor Alliance5,662$200K0.0%N/A0.809%
1/31/2025Global Retirement Partners LLC1,000$35K0.0%N/A0.154%
1/30/2025Allworth Financial LP873$32K0.0%N/A0.134%
1/21/2025Geneos Wealth Management Inc.1,100$39K0.0%N/A0.169%
1/14/2025Pinnacle Bancorp Inc.873$31K0.0%N/A0.134%


FSCS Institutional Ownership - Frequently Asked Questions

During the previous two years, 28 institutional investors and hedge funds held shares of First Trust SMID Capital Strength ETF. The most heavily invested institutionals were LPL Financial LLC ($18.23M), NewEdge Advisors LLC ($14.67M), Osaic Holdings Inc. ($1.86M), Citadel Advisors LLC ($1.26M), Equitable Holdings Inc. ($757K), Susquehanna International Group LLP ($693K), and Bullseye Investment Management LLC ($686K).Learn more on First Trust SMID Capital Strength ETF's institutional investors.

Of the 27 institutional investors that purchased First Trust SMID Capital Strength ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($490.08K), NewEdge Advisors LLC ($416.61K), Osaic Holdings Inc. ($38.88K), Citadel Advisors LLC ($34.34K), Goldman Sachs Group Inc. ($31.85K), Equitable Holdings Inc. ($21.15K), and Bullseye Investment Management LLC ($19.44K).

Institutional investors have bought a total of 640,276 shares in the last 24 months. This purchase volume represents approximately $22.92M in transactions.

The following institutional investors have sold First Trust SMID Capital Strength ETF stock in the last 24 months: NewEdge Advisors LLC ($346.04K), and Susquehanna International Group LLP ($24.76K).

Institutional investors have sold a total of 370,793 shares in the last 24 months. This volume of shares sold represents approximately $13.09M in transactions.


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This page (NASDAQ:FSCS) was last updated on 7/5/2026 by MarketBeat.com Staff.
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