FTCS icon

First Trust Capital Strength ETF
FTCS

Overview Fund Activity

496 hedge funds and large institutions have $5.2B invested in First Trust Capital Strength ETF in 2024 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 148 increasing their positions, 214 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
496
Holders Change
+30
Holders Change %
+6.44%
% of All Funds
7.17%
Holding in Top 10
30
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-14.29%
% of All Funds
0.43%
New
65
Increased
148
Reduced
214
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BEI
Benjamin Edwards Inc
Missouri
+$18.8M
2
HFP
Holistic Financial Partners
Indiana
+$9.28M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$7.34M
4
GM
GeoWealth Management
Illinois
+$6.58M
5
ECA
Elevation Capital Advisory
Oregon
+$6.53M

Top Sellers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$128M
2
KIG
Kowal Investment Group
Wisconsin
-$52.3M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$50.4M
4
Morgan Stanley
Morgan Stanley
New York
-$25.5M
5
LPL Financial
LPL Financial
California
-$17.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCG
251
Cypress Capital Group
Florida
$963K -$49.9K -550 -5%
TRCT
252
Tower Research Capital (TRC)
New York
$958K -$554K -6,101 -37%
AIFAIM
253
American Institute for Advanced Investment Management
Arizona
$953K -$157K -1,729 -14%
SWM
254
Schwallier Wealth Management
Michigan
$948K -$23.5K -259 -2%
SI
255
Saxon Interests
Texas
$939K – – –
GA
256
GSG Advisors
New Jersey
$923K +$1.54K +17 +0.2%
US Bancorp
257
US Bancorp
Minnesota
$919K +$74.6K +822 +9%
WAP
258
Wealthcare Advisory Partners
Pennsylvania
$908K -$79.2K -872 -8%
GJWM
259
Gilliland Jeter Wealth Management
Arkansas
$906K -$1.09K -12 -0.1%
PAG
260
Private Advisory Group
Washington
$899K -$2.95M -32,524 -77%
KFP
261
KMG Fiduciary Partners
Ohio
$888K -$13.7K -151 -2%
CAM
262
Cresset Asset Management
Illinois
$883K -$96.6K -1,064 -10%
OSAM
263
O'Shaughnessy Asset Management
Connecticut
$879K +$214K +2,320 +32%
SWM
264
Spire Wealth Management
Virginia
$872K -$53.7K -591 -6%
FTDI
265
First Trust Direct Indexing
Massachusetts
$870K +$139K +1,531 +19%
SWA
266
Stratos Wealth Advisors
Ohio
$868K -$16.3K -179 -2%
DAS
267
Diversify Advisory Services
Utah
$861K +$91.3K +997 +12%
FFA
268
Farther Finance Advisors
California
$856K +$14.1K +155 +2%
EWM
269
EPG Wealth Management
Georgia
$828K +$828K +9,117 New
HA
270
Herold Advisors
New York
$826K +$5.63K +62 +0.7%
WI
271
Wintrust Investments
Illinois
$822K -$8.4M -92,466 -91%
William Blair & Company
272
William Blair & Company
Illinois
$808K -$79.2K -872 -9%
GI
273
GAMMA Investing
California
$808K – – –
CAPTRUST Financial Advisors
274
CAPTRUST Financial Advisors
North Carolina
$807K +$1.18K +13 +0.1%
IC
275
Inscription Capital
Texas
$797K -$125K -1,377 -14%
9 10
11
12 13