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First Trust Capital Strength ETF
FTCS

Overview Fund Activity

401 hedge funds and large institutions have $5.27B invested in First Trust Capital Strength ETF in 2022 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 153 increasing their positions, 132 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
+44
Holders Change %
+12.32%
% of All Funds
6.47%
Holding in Top 10
58
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+11.54%
% of All Funds
0.94%
New
74
Increased
153
Reduced
132
Closed
24
Calls
$10.6M
Puts
$10.8M
Net Calls
-$261K
Net Calls Change
+$4.91M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$380M
2
SOS
2
Silver Oak Securities
Tennessee
$28.3M
3
Mariner
3
Mariner
Kansas
$29.7M
4
LPL Financial
4
LPL Financial
California
$612M
5
Ameriprise
5
Ameriprise
Minnesota
$141M

Top Sellers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$135M
2
CA
2
Cetera Advisors
Colorado
$39.1M
3
KIG
3
Kowal Investment Group
Wisconsin
$43M
4
PWA
4
PCG Wealth Advisors
Kansas
$16M
5
WWM
5
Western Wealth Management
Colorado
$16.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
251
Spire Wealth Management
Virginia
$798K +$344K +4,584 +76%
KA
252
Kovack Advisors
Florida
$792K +$17.5K +234 +2%
TCM
253
True Capital Management
California
$790K +$790K +10,545 New
EP
254
Eudaimonia Partners
Tennessee
$776K +$51.4K +686 +7%
MIM
255
MTM Investment Management
South Carolina
$758K +$181K +2,418 +31%
William Blair & Company
256
William Blair & Company
Illinois
$744K – – –
LFAS
257
Level Four Advisory Services
Texas
$716K +$716K +9,557 New
GLA
258
Good Life Advisors
Pennsylvania
$714K +$256K +3,415 +56%
TCOO
259
Trust Company of Oklahoma
Oklahoma
$712K +$712K +9,493 New
VWA
260
V Wealth Advisors
Kansas
$698K -$1.03M -13,731 -60%
EWM
261
EPG Wealth Management
Georgia
$695K +$2.02K +27 +0.3%
SWAG
262
Spectrum Wealth Advisory Group
California
$694K -$20.2K -270 -3%
ACM
263
AlphaStar Capital Management
North Carolina
$688K +$362 +3 +0.1%
ORC
264
O'Rourke & Company
Massachusetts
$686K -$33.6K -449 -5%
CAAS
265
Capital Asset Advisory Services
Michigan
$669K +$669K +8,924 New
Mercer Global Advisors
266
Mercer Global Advisors
Colorado
$664K -$26.6K -355 -4%
CPIG
267
Chicago Partners Investment Group
Illinois
$648K +$751 +10 +0.1%
BPFA
268
Barnes Pettey Financial Advisors
Mississippi
$617K +$617K +8,235 New
VWA
269
Visionary Wealth Advisors
Illinois
$612K +$612K +8,160 New
ACMA
270
Arbor Capital Management (Alaska)
Alaska
$610K -$43.5K -584 -7%
CWS
271
Confluence Wealth Services
Pennsylvania
$607K +$94.4K +1,260 +18%
OBWG
272
Onyx Bridge Wealth Group
New York
$602K +$9.42K +124 +2%
Prudential Financial
273
Prudential Financial
New Jersey
$601K -$65.9K -879 -10%
LFG
274
Larson Financial Group
Missouri
$592K +$592K +7,901 New
WMA
275
West Michigan Advisors
Michigan
$587K +$48.9K +652 +9%
9 10
11
12 13