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FSGS

FSGS — Institutional Holders Breakdown

First Trust Smid Growth Stre

+$3.2M

Net Activity

Data as of: 2026-03-31

Institutions Holding

13

Popularity Rank

#9208

Avg Weight

0.05%

Total Value

$14.8M

Ownership Trend

13 institutions currently hold FSGS, with 5 net buyers and 7 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Decreased

Based on recent trading activity

Net Selling Institutions

7

Net Buying Institutions

5

Key Holders

Key Holders

Top 5 by Value

LF
LPL Financial LLC
$8.0M
IA
Independent Advisor Alliance
$3.9M
TC
Three Cord True Wealth Management, LLC
$800.7K
AI
Archer Investment Corp
$569.7K
CA
Citadel Advisors LLC
$533.7K

Top 5 by Conviction

TC
Three Cord True Wealth Management, LLC
0.44%
AI
Archer Investment Corp
0.12%
IA
Independent Advisor Alliance
0.04%
WW
Western Wealth Management, LLC
0.01%
PT
Private Trust Co NA
0.01%
View all 13 holding institutions

Across its top 13 institutional holders, FSGS's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 6/100, avg. turnover score 27/100).

Quarterly Activity

Recent Activity

+$12.2M

Total Buy Value

$2.6M

Total Sell Value

New buy2
Trim5
Add3
Sold out2

5

Net Buyers

7

Net Sellers

Smart Money Convergence

FSGS does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-03-31 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Terms of Use for AI

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/FSGS

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

33738R746

FAQ

Who are the top institutional investors holding FIRST TRUST SMID GROWTH STRE (FSGS)?
Major stakeholders currently include LPL Financial LLC ($8.0M), Independent Advisor Alliance ($3.9M), Three Cord True Wealth Management, LLC ($800.7K). Based on the latest 13F filings, there are a total of 13 tracked investment funds and institutions maintaining positions in FSGS.
What is the overall institutional sentiment toward FSGS recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $3.2M, driven by 5 managers accumulating shares while 7 reduced their exposure.
Which institutions have been selling or reducing their FSGS positions?
In the latest period, 5 funds trimmed their holdings, and 2 managers completely exited their positions. The aggregate reported sell value was $2.6M.
Are there any notable investors adding FSGS to their portfolios?
Yes, buying activity remains notable. 2 institutions opened new positions in {ticker}, and 3 existing holders added to their shares. The total reported buy value for the quarter amounted to $12.2M.

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Developer Access

Access FSGS's institutional ownership data programmatically:

REST API

curl https://alphasmo.com/api/v1/market/stock/FSGS

CLI

npx alphasmo stocks get FSGS
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