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First Trust SMID Capital Strength ETF (FSCS) Institutional Ownership

$35.49 -0.61 (-1.69%)
Closing price 02/21/2025 03:22 PM Eastern
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$35.49 +0.00 (+0.00%)
As of 02/21/2025 04:05 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)
$13.30M
Number of
Institutional Sellers
(last 12 months)
0
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FSCS Institutional Buying and Selling by Quarter

First Trust SMID Capital Strength ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/18/2025 Mpwm Advisory Solutions LLC1,636$58K0.0%N/A0.234%
2/17/2025 Aptus Capital Advisors LLC2,707$96K0.0%N/A0.387%
2/14/2025 Concourse Financial Group Securities Inc.4,664$170K0.0%N/A0.666%
2/13/2025 NewEdge Advisors LLC17,588$623K0.0%N/A2.513%
2/13/2025 Envestnet Asset Management Inc.7,542$267K0.0%N/A1.077%
2/12/2025 FSB Premier Wealth Management Inc.18,640$660K0.3%N/A2.663%
2/12/2025 Bullseye Investment Management LLC19,437$686K0.5%N/A2.777%
2/11/2025 LPL Financial LLC293,883$10.41M0.0%N/A41.983%
2/7/2025 Independent Advisor Alliance5,662$200K0.0%N/A0.809%
1/31/2025 Global Retirement Partners LLC1,000$35K0.0%N/A0.154%
1/30/2025 Allworth Financial LP873$32K0.0%N/A0.134%
1/21/2025 Geneos Wealth Management Inc.1,100$39K0.0%N/A0.169%
1/14/2025 Pinnacle Bancorp Inc.873$31K0.0%N/A0.134%
(Data available from 1/1/2016 forward)

FSCS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FSCS shares?

During the previous two years, 13 institutional investors and hedge funds held shares of First Trust SMID Capital Strength ETF. The most heavily invested institutionals were LPL Financial LLC ($10.41M), Bullseye Investment Management LLC ($686K), FSB Premier Wealth Management Inc. ($660K), NewEdge Advisors LLC ($623K), Envestnet Asset Management Inc. ($267K), Independent Advisor Alliance ($200K), and Concourse Financial Group Securities Inc. ($170K).Learn more on FSCS's institutional investors.

Which institutional investors have been buying First Trust SMID Capital Strength ETF stock?

Of the 13 institutional investors that purchased First Trust SMID Capital Strength ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($293.88K), Bullseye Investment Management LLC ($19.44K), FSB Premier Wealth Management Inc. ($18.64K), NewEdge Advisors LLC ($17.59K), Envestnet Asset Management Inc. ($7.54K), Independent Advisor Alliance ($5.66K), and Concourse Financial Group Securities Inc. ($4.66K).

How much institutional buying is happening at First Trust SMID Capital Strength ETF?

Institutional investors have bought a total of 375,605 shares in the last 24 months. This purchase volume represents approximately $13.30M in transactions.



This page (NASDAQ:FSCS) was last updated on 2/22/2025 by MarketBeat.com Staff
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