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First Trust Capital Strength ETF
FTCS

Overview Fund Activity

411 hedge funds and large institutions have $5.2B invested in First Trust Capital Strength ETF in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 142 increasing their positions, 178 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
-9
Holders Change %
-2.14%
% of All Funds
6.55%
Holding in Top 10
44
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-13.73%
% of All Funds
0.7%
New
39
Increased
142
Reduced
178
Closed
46
Calls
$6.21M
Puts
$5.38M
Net Calls
+$826K
Net Calls Change
+$692K

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
$12.1M
2
NA
NewEdge Advisors
Louisiana
$33.2M
3
FA
Fermata Advisors
California
$9.99M
4
HFP
Holistic Financial Partners
Indiana
$7.18M
5
Citadel Advisors
Citadel Advisors
Florida
$10.2M

Top Sellers

1
PG
Prostatis Group
Maryland
$806K
2
Ameriprise
Ameriprise
Minnesota
$100M
3
Bank of America
Bank of America
North Carolina
$176M
4
BIM
Bullseye Investment Management
Ohio
$297K
5
RJFSA
Raymond James Financial Services Advisors
Florida
$254M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
251
Provence Wealth Management Group
California
$845K -$3.02K -41 -0.4%
CAL
252
Capital Analysts LLC
Pennsylvania
$838K +$80.7K +1,096 +11%
SS
253
Simplicity Solutions
Minnesota
$838K +$135K +1,830 +19%
CPIG
254
Chicago Partners Investment Group
Illinois
$830K +$583 +8 +0.1%
Creative Planning
255
Creative Planning
Kansas
$820K -$102K -1,386 -11%
CAM
256
Cresset Asset Management
Illinois
$811K -$12.7K -172 -2%
PG
257
Prostatis Group
Maryland
$806K -$54.6M -738,563 -99%
EF
258
Empowered Funds
Pennsylvania
$794K +$794K +10,779 New
CWM
259
Cranbrook Wealth Management
Michigan
$792K -$15.5K -211 -2%
EP
260
Eudaimonia Partners
Tennessee
$768K +$21.4K +291 +3%
FFA
261
Farther Finance Advisors
California
$757K -$78.9K -1,071 -9%
WWM
262
Wolff Wiese Magana
California
$744K -$13.8K -188 -2%
WP
263
WealthSource Partners
California
$742K +$131K +1,780 +21%
William Blair & Company
264
William Blair & Company
Illinois
$720K – – –
BEI
265
Benjamin Edwards Inc
Missouri
$714K -$350K -4,752 -33%
KA
266
Kovack Advisors
Florida
$709K -$71.7K -974 -9%
HA
267
Herold Advisors
New York
$704K -$14.4K -196 -2%
CAPTRUST Financial Advisors
268
CAPTRUST Financial Advisors
North Carolina
$685K +$55.7K +757 +9%
GA
269
GSG Advisors
New Jersey
$679K +$679K +9,223 New
EWM
270
EPG Wealth Management
Georgia
$663K -$736 -10 -0.1%
Fidelity Investments
271
Fidelity Investments
Massachusetts
$649K +$128K +1,743 +25%
CWM
272
Collaborative Wealth Management
Florida
$648K -$64.7K -879 -9%
SWAG
273
Spectrum Wealth Advisory Group
California
$627K -$23.4K -318 -4%
IAN
274
Integrated Advisors Network
Texas
$626K +$41.7K +567 +7%
UCFA
275
United Capital Financial Advisors
Texas
$614K +$75.8K +1,030 +14%
9 10
11
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