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First Trust Capital Strength ETF
FTCS

Overview Fund Activity

420 hedge funds and large institutions have $5.42B invested in First Trust Capital Strength ETF in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 154 increasing their positions, 176 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
+20
Holders Change %
+5%
% of All Funds
6.62%
Holding in Top 10
51
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-13.56%
% of All Funds
0.8%
New
51
Increased
154
Reduced
176
Closed
26
Calls
$11.4M
Puts
$11.3M
Net Calls
+$134K
Net Calls Change
-$3.64M

Top Buyers

1
MML Investors Services
MML Investors Services
Massachusetts
$41.7M
2
LPL Financial
LPL Financial
California
$656M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$20.5M
4
BIM
Bullseye Investment Management
Ohio
$18.6M
5
VAS
Vestmark Advisory Solutions
Massachusetts
$22.9M

Top Sellers

1
SOS
Silver Oak Securities
Tennessee
$0
2
GLR
Great Lakes Retirement
Ohio
$0
3
KAS
Kestra Advisory Services
Texas
$41M
4
AFS
Axiom Financial Strategies
Indiana
$7.72M
5
RJA
Raymond James & Associates
Florida
$217M
Name Holding Trade Value Shares
Change 		Shares
Change %
ATPW
226
Ashton Thomas Private Wealth
Arizona
$1.22M +$16.8K +224 +1%
WT
227
Washington Trust
Rhode Island
$1.21M – – –
BCI
228
Brinker Capital Investments
Pennsylvania
$1.19M +$655K +8,723 +123%
OPS
229
Orion Portfolio Solutions
Nebraska
$1.19M +$655K +8,723 +123%
FPB
230
First PREMIER Bank
South Dakota
$1.13M +$109K +1,450 +11%
CCFM
231
Clear Creek Financial Management
Washington
$1.12M +$12.2K +162 +1%
WWA
232
WCG Wealth Advisors
Nevada
$1.1M -$15K -200 -1%
SF
233
Summit Financial
New Jersey
$1.1M +$1.1M +14,588 New
BEI
234
Benjamin Edwards Inc
Missouri
$1.09M +$129K +1,723 +14%
PFA
235
Pinnacle Family Advisors
Missouri
$1.05M +$161K +2,149 +18%
SI
236
Saxon Interests
Texas
$1.04M +$75 +1 +0%
TPW
237
TL Private Wealth
Texas
$1.01M +$3.21K +43 +0.3%
TFS
238
Thoroughbred Financial Services
Tennessee
$1.01M -$202K -2,695 -17%
TLFA
239
True Link Financial Advisors
California
$955K – – –
Creative Planning
240
Creative Planning
Kansas
$940K -$132K -1,757 -12%
TCWM
241
Total Clarity Wealth Management
Illinois
$922K -$36.3K -483 -4%
JCM
242
Jacobi Capital Management
Pennsylvania
$917K +$92.8K +1,236 +11%
AWAG
243
ARS Wealth Advisors Group
Florida
$908K +$908K +12,089 New
TCOO
244
Trust Company of Oklahoma
Oklahoma
$890K – – –
KFP
245
KMG Fiduciary Partners
Ohio
$882K -$75.1K -1,000 -8%
SAG
246
SageView Advisory Group
California
$870K +$119K +1,584 +16%
Koshinski Asset Management
247
Koshinski Asset Management
Illinois
$870K -$412K -5,485 -32%
CPIG
248
Chicago Partners Investment Group
Illinois
$867K +$205K +2,689 +31%
PWMG
249
Provence Wealth Management Group
California
$865K -$118K -1,575 -12%
FFA
250
Farther Finance Advisors
California
$852K -$3.08K -41 -0.4%
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