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First Trust Smid Growth Stre (FSGS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares277,440 from 280,507
Change-3,067 (-1%)
Value$8.8M (-$63.4K)
Filed 2026-11-06
Archer Investment Corp
DECREASED
Shares16,561 from 17,611
Change-1,050 (-6%)
Value$525.8K (-$31.2K)
Filed 2026-11-05
Private Trust Co NA
UNCHANGED
Shares2,201 from 2,201
Change0 (0%)
Value$69.9K (+$267)
Filed 2026-10-20
International Assets Investment Management, LLC
CLOSED
Shares0 from 3,225
Change-3,225 (-100%)
Value$0 (-$102.8K)
Filed 2026-11-02
Three Cord True Wealth Management, LLC
N/A
Shares— from 27,024
Change-27,024 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 9,396
Change-9,396 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 3,238
Change-3,238 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,913
Change-1,913 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 229
Change-229 (-100%)
Value—
UBS Group AG
N/A
Shares— from 23
Change-23 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
DECREASED277,440280,507-3,067-1%$8.9M$8.8M-$63.4K2026-11-06
Archer Investment Corp
DECREASED16,56117,611-1,050-6%$557.0K$525.8K-$31.2K2026-11-05
Private Trust Co NA
UNCHANGED2,2012,20100%$69.6K$69.9K+$2672026-10-20
International Assets Investment Management, LLC
CLOSED03,225-3,225-100%$102.8K$0-$102.8K2026-11-02
Three Cord True Wealth Management, LLC
N/A—27,024-27,024-100%$854.7K———
Private Advisor Group, LLC
N/A—9,396-9,396-100%$297.2K———
Global Retirement Partners, LLC
N/A—3,238-3,238-100%$102.4K———
Osaic Holdings, Inc.
N/A—1,913-1,913-100%$60.5K———
Harbour Investments, Inc.
N/A—229-229-100%$7.2K———
UBS Group AG
N/A—23-23-100%$727———
Morgan Stanley
N/A—1-1-100%$59———
Wells Fargo & Company
N/A—1-1-100%$22———
Showing 12 of 12 institutions