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First Trust Capital Strength ETF
FTCS

Overview Fund Activity

532 hedge funds and large institutions have $6.02B invested in First Trust Capital Strength ETF in 2024 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 170 increasing their positions, 205 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
+36
Holders Change %
+7.26%
% of All Funds
7.08%
Holding in Top 10
37
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+23.33%
% of All Funds
0.49%
New
85
Increased
170
Reduced
205
Closed
38
Calls
$10K
Puts
$365K
Net Calls
-$355K
Net Calls Change
-$355K

Top Buyers

1
AAP
Arax Advisory Partners
Colorado
$28.7M
2
IAA
Independent Advisor Alliance
North Carolina
$22M
3
Goldman Sachs
Goldman Sachs
New York
$32.5M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$26.7M
5
LPL Financial
LPL Financial
California
$662M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$3.49M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
$914M
3
PAG
Private Advisor Group
New Jersey
$74.3M
4
Morgan Stanley
Morgan Stanley
New York
$545M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
226
Beacon Pointe Advisors
California
$1.57M -$119K -1,353 -7%
RIS
227
Richmond Investment Services
Wisconsin
$1.55M +$1.55M +17,595 New
BBL
228
Beck Bode LLC
Massachusetts
$1.54M -$549K -6,256 -26%
LSIA
229
LaSalle St. Investment Advisors
Illinois
$1.53M +$1.53M +17,440 New
FPB
230
First PREMIER Bank
South Dakota
$1.47M -$1.93K -22 -0.1%
BFG
231
Beacon Financial Group
Texas
$1.46M – – –
SP
232
Sequent Planning
Nebraska
$1.45M -$93.9K -1,069 -6%
IF
233
Integrity Financial
Wyoming
$1.44M -$25.6K -292 -2%
GAA
234
Global Assets Advisory
Florida
$1.43M +$1.43M +16,310 New
WT
235
Washington Trust
Rhode Island
$1.42M – – –
WMWM
236
Whitaker-Myers Wealth Managers
Ohio
$1.42M -$30.6K -348 -2%
BW
237
Bison Wealth
Georgia
$1.42M -$126K -1,438 -8%
SFPG
238
Stonebridge Financial Planning Group
Florida
$1.39M -$75K -854 -5%
PTC
239
Private Trust Company
Ohio
$1.37M +$180K +2,055 +15%
SF
240
Summit Financial
New Jersey
$1.31M +$88 +1 +0%
WWA
241
Wisconsin Wealth Advisors
Wisconsin
$1.3M +$1.3M +14,813 New
KWS
242
Keystone Wealth Services
California
$1.29M -$43.9K -500 -3%
AWM
243
Axxcess Wealth Management
California
$1.24M -$71.2K -811 -5%
SMC
244
Smith, Moore & Co
Missouri
$1.23M -$9.05K -103 -0.7%
PWH
245
Priebe Wealth Holdings
Minnesota
$1.21M -$43.9K -500 -4%
WWA
246
WCG Wealth Advisors
Nevada
$1.21M -$419K -4,769 -26%
BCP
247
Blackhawk Capital Partners
Wisconsin
$1.18M -$5.45K -62 -0.5%
CCMG
248
Clark Capital Management Group
Pennsylvania
$1.18M +$407K +4,636 +53%
ASN
249
Advisory Services Network
Georgia
$1.17M -$1.19M -13,509 -50%
MI
250
Moneywise Inc
Virginia
$1.16M -$704K -8,017 -38%
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