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First Trust Capital Strength ETF

368 hedge funds and large institutions have $5.17B invested in First Trust Capital Strength ETF in 2022 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 170 increasing their positions, 108 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 108

47% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 36

3% more funds holding

Funds holding: 357368 (+11)

0.79% less ownership

Funds ownership: 60.3%59.51% (-0.79%)

6% less funds holding in top 10

Funds holding in top 10: 4946 (-3)

9% less capital invested

Capital invested by funds: $5.69B → $5.17B (-$514M)

Holders
368
Holders Change
+11
Holders Change %
+3.08%
% of All Funds
5.8%
Holding in Top 10
46
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.12%
% of All Funds
0.73%
New
53
Increased
170
Reduced
108
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CS
251
Capital Square
Tennessee
$515K +$22.8K +293 +5%
EIA
252
Eldridge Investment Advisors
New Hampshire
$514K
MCM
253
Mendel Capital Management
Arkansas
$497K +$1.32K +17 +0.3%
TF
254
Trek Financial
Arizona
$488K -$209K -2,683 -30%
GLA
255
Good Life Advisors
Pennsylvania
$476K +$69K +887 +17%
TFS
256
TrustCore Financial Services
Tennessee
$472K -$40.7K -524 -8%
FFG
257
Frisch Financial Group
New York
$448K +$1.09K +14 +0.2%
SCFS
258
S.C. Financial Services
Arizona
$440K +$10.8K +139 +3%
ODFS
259
O'Donnell Financial Services
California
$437K -$20.7K -266 -5%
AWA
260
Alta Wealth Advisors
Massachusetts
$433K +$1.94K +25 +0.5%
ACG
261
Allen Capital Group
Nebraska
$433K +$431K +5,543 New
TSWM
262
Tyler-Stone Wealth Management
Ohio
$424K +$63.9K +822 +18%
DI
263
DFPG Investments
Utah
$421K +$167K +2,145 +66%
PWP
264
Principle Wealth Partners
Connecticut
$413K +$2.57K +33 +0.6%
CAC
265
Certified Advisory Corp
Florida
$411K +$311 +4 +0.1%
MC
266
Moors & Cabot
Massachusetts
$400K +$56K +720 +16%
WFS
267
Weitzel Financial Services
Iowa
$395K +$9.33K +120 +2%
LFAS
268
Level Four Advisory Services
Texas
$380K +$11.3K +145 +3%
PA
269
PSI Advisors
Florida
$375K +$15.6K +201 +4%
CA
270
Calton & Associates
Florida
$372K -$1.14M -14,679 -75%
MWM
271
Meridian Wealth Management
Kentucky
$365K -$52.9K -680 -13%
WP
272
WealthPLAN Partners
Nebraska
$358K +$78.6K +1,011 +26%
WIM
273
WealthPlan Investment Management
Nebraska
$358K +$376K +4,833 New
CAL
274
Capital Analysts LLC
Pennsylvania
$348K
MFA
275
Mayflower Financial Advisors
Massachusetts
$348K

FTCS Hedge Fund Activity: Q1 2022 in Review

368 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust Capital Strength ETF (FTCS) for Q1 2022, worth a combined $5.17B — down 9% from $5.69B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new FTCS positions and 36 closed out — a net gain of 17 holders — while 170 added to existing stakes and 108 trimmed.

The largest buyer was LPL Financial, adding an estimated $49.6M. The largest seller was AE Wealth Management, cutting an estimated $60.5M.

  • 368 institutional investors held First Trust Capital Strength ETF (FTCS) as of Q1 2022, up from 357 in Q4 2021.
  • Funds reported $5.17B of First Trust Capital Strength ETF stock for Q1 2022, down 9% quarter-over-quarter.
  • 53 funds opened new First Trust Capital Strength ETF positions in Q1 2022 and 36 closed out, a net change of +17 holders.
  • The largest First Trust Capital Strength ETF buyer in Q1 2022 was LPL Financial, an estimated $49.6M added.
  • The largest First Trust Capital Strength ETF seller in Q1 2022 was AE Wealth Management, an estimated $60.5M sold.

Based on aggregated 13F filings for Q1 2022.