Who owns FSGS?
First Trust SMID Growth Strength ETF · First Trust
13 institutions reported holding FSGS, worth $11.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of FSGS
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $8.9M | 280,507 | +5,689 shares |
| Archer Investment Corp | Carmel, IN | $1.1M | 35,222 | +15,717 shares |
| Three Cord True Wealth Management, LLC | Beaver, PA | $855K | 27,024 | −388 shares |
| Private Advisor Group, LLC | Morristown, NJ | $297K | 9,396 | No change |
| International Assets Investment Management, LLC | Orlando, FL | $103K | 3,225 | New position |
| Global Retirement Partners, LLC | San Rafael, CA | $102K | 3,238 | New position |
| Private Trust Co NA | Cleveland, OH | $70K | 2,201 | +172 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $61K | 1,913 | −397 shares |
| Integrated Wealth Concepts LLC | Waltham, MA | $7K | 230 | New position |
| Harbour Investments, Inc. | Madison, WI | $7K | 229 | No change |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns FSGS?
13 institutional managers reported holding FSGS in Form 13F filings for June 30, 2026, worth $11.5M in total. The largest reported position was held by LPL Financial LLC, at $8.9M.
Did institutions buy or sell FSGS last quarter?
Reported 13F value fell 22.3% from March 31, 2026, which includes price moves as well as buying and selling. 5 firms reported a new position and 5 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is FSGS ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.