Who owns First Trust SMID Growth Strength ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of FSGS from SEC Form 13F filings across 12 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 12 institutions disclosed 345,369 shares of First Trust SMID Growth Strength ETF worth $10.9M — about 36.4% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
12
13F holders
$10.9M
value, 2026 filers
36.4%
of shares outstanding (345,369 sh)
4
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of FSGS's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 280,507 | $8.9M | 0.0% | 29.5% | +2.1% |
| 2 | Three Cord True Wealth Management, LLC | 27,024 | $854,745 | 0.4% | 2.8% | -1.4% |
| 3 | Archer Investment Corp | 17,611 | $557,021 | 0.1% | 1.9% | -9.7% |
| 4 | Private Advisor Group, LLC | 9,396 | $297,192 | 0.0% | 1% | 0.0% |
| 5 | Global Retirement Partners, LLCNEW | 3,238 | $102,418 | 0.0% | 0.3% | new |
| 6 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCNEW | 3,225 | $102,815 | 0.0% | 0.3% | new |
| 7 | PRIVATE TRUST CO NA | 2,201 | $69,617 | 0.0% | 0.2% | +8.5% |
| 8 | OSAIC HOLDINGS, INC. | 1,913 | $60,507 | 0.0% | 0.2% | -17.2% |
| 9 | HARBOUR INVESTMENTS, INC. | 229 | $7,243 | 0.0% | 0% | 0.0% |
| 10 | UBS Group AGNEW | 23 | $727 | 0.0% | 0% | new |
| 11 | MORGAN STANLEYNEW | 1 | $59 | 0.0% | 0% | new |
| 12 | WELLS FARGO & COMPANY/MN | 1 | $22 | 0.0% | 0% | — |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.