Who Owns First Trust SMID Growth Strength ETF (FSGS)?Hedge Fund & Institutional Holders
Institutional Holders
14
as of Q4 2025
Total Institutional Value
$8.340006000006101e+25T
% of Float Held
—
QoQ Change in Holders
+7 / -1
Price History
FSGS — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Three Cord True Wealth Management, LLC | New Position | +27K | +$834.0M |
| Archer Investment Corp | New Position | +20K | +$600.0M |
| PRIVATE TRUST CO NA | New Position | +2K | +$61.0M |
| Global Retirement Partners, LLC | New Position | +3K | +$0 |
| Western Wealth Management, LLC | New Position | +8K | +$0 |
| Kestra Advisory Services, LLC | New Position | +2K | +$0 |
| COMMONWEALTH EQUITY SERVICES, LLC | New Position | +12K | +$0 |
| Private Advisor Group, LLC | Increased | +2K | +$-217.3M |
FSGS — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| LPL Financial LLC | Decreased | -6K | -$8.8B |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Closed Position | -42K | -$1.3B |
| CITADEL ADVISORS LLC | Decreased | -16K | -$1.1B |
| OSAIC HOLDINGS, INC. | Decreased | -3K | -$177.6M |
| UBS Group AG | Decreased | -4K | -$117.4M |
| HARBOUR INVESTMENTS, INC. | Decreased | -6 | -$4.1M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Three Cord True Wealth Management, LLC | 27,428 | $834.0M | 0.49% | Share |
| 2 | Archer Investment Corp | 19,730 | $600.0M | 0.14% | Share |
| 3 | PRIVATE TRUST CO NA | 2,029 | $61.0M | 0.01% | Share |
| 4 | UBS Group AG | 397 | $12.0M | 0.00% | Share |
| 5 | LPL Financial LLC | 274,802 | $8.0M | 0.00% | Share |
| 6 | HARBOUR INVESTMENTS, INC. | 125 | $3K | 0.00% | Share |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | 11,857 | $0 | 0.00% | Share |
| 8 | CITADEL ADVISORS LLC | 19,270 | $0 | 0.00% | Share |
| 9 | Western Wealth Management, LLC | 7,552 | $0 | 0.00% | Share |
| 10 | Private Advisor Group, LLC | 9,395 | $0 | 0.00% | Share |
| 11 | Kestra Advisory Services, LLC | 2,392 | $0 | 0.00% | Share |
| 12 | Global Retirement Partners, LLC | 3,238 | $0 | 0.00% | Share |
| 13 | OSAIC HOLDINGS, INC. | 2,947 | $0 | 0.00% | Share |
| 14 | WELLS FARGO & COMPANY/MN | 0 | $0 | 0.00% | Share |
FSGS Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 14 | $1.5B | +6 |
| Q3 2025 | 8 | $11.7B | -7 |
| Q2 2025 | 15 | $11.4B | -3 |
| Q1 2025 | 18 | $23.1B | +2 |
| Q4 2024 | 16 | $128.8B | +3 |
| Q3 2024 | 13 | $11.9T | +0 |
| Q2 2024 | 13 | $22.3B | +1 |
| Q1 2024 | 12 | $620.3M | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 14 institutional investors hold FSGS (First Trust SMID Growth Strength ETF). The largest holder is Three Cord True Wealth Management, LLC with $834.0M in shares. This quarter, 7 institutions opened new positions and 1 closed their positions.
Frequently Asked Questions
How many hedge funds own FSGS?
As of Q4 2025, 14 institutional investors report holding FSGS (First Trust SMID Growth Strength ETF) in their 13F filings.
Who is the largest institutional holder of FSGS?
The largest institutional holder of FSGS is Three Cord True Wealth Management, LLC with $834.0M in shares.
Is institutional ownership of FSGS increasing or decreasing?
This quarter, 7 institutions opened new positions in FSGS and 1 closed their positions.