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First Trust Capital Strength ETF
FTCS

308 hedge funds and large institutions have $4.7B invested in First Trust Capital Strength ETF in 2021 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 148 increasing their positions, 89 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 15

66% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 89

8% more capital invested

Capital invested by funds: $4.34B → $4.7B (+$358M)

6% more funds holding

Funds holding: 291 → 308 (+17)

0.77% less ownership

Funds ownership: 58.37% → 57.6% (-0.77%)

9% less funds holding in top 10

Funds holding in top 10: 33 → 30 (-3)

Holders
308
Holders Change
+17
Holders Change %
+5.84%
% of All Funds
5.36%
Holding in Top 10
30
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.09%
% of All Funds
0.52%
New
37
Increased
148
Reduced
89
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
+$44.1M
2
RIA
Regal Investment Advisors
Michigan
+$21.4M
3
LPL Financial
LPL Financial
California
+$14.2M
4
IF
Intrua Financial
Texas
+$9.86M
5
Stifel Financial
Stifel Financial
Missouri
+$9.24M

Top Sellers

1
DWM
Darwin Wealth Management
Florida
-$13.8M
2
Ameriprise
Ameriprise
Minnesota
-$9.96M
3
IWM
IHT Wealth Management
Illinois
-$9.8M
4
SFS
Searcy Financial Services
Kansas
-$9.78M
5
Baird Financial Group
Baird Financial Group
Wisconsin
-$9.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
GEA
276
Glen Eagle Advisors
New Jersey
$51K – – –
BMD
277
Better Money Decisions
New Mexico
$50K +$48.9K +658 New
DI
278
Disciplined Investments
Oklahoma
$44K – – –
CWA
279
Clearview Wealth Advisors
Oregon
$44K +$149 +2 +0.3%
GI
280
Gradient Investments
Minnesota
$41K +$17.5K +235 +76%
SCA
281
Stonebridge Capital Advisors
Minnesota
$40K +$20.4K +275 +100%
FP
282
Financial Perspectives
Minnesota
$38.9K +$38.3K +515 New
AIM
283
Axiom Investment Management
New York
$38K – – –
TAM
284
Tucker Asset Management
Colorado
$37.9K +$12.7K +171 +52%
MAM
285
Meeder Asset Management
Ohio
$37K – – –
FHA
286
First Horizon Advisors
Tennessee
$35K – – –
APW
287
Acima Private Wealth
Virginia
$34K – – –
CIA
288
Choate Investment Advisors
Massachusetts
$31K – – –
MCM
289
MV Capital Management
Maryland
$31K – – –
TWA
290
TCI Wealth Advisors
Arizona
$30K +$29.9K +402 New
MFT
291
Moisand Fitzgerald Tamayo
Florida
$29K – – –
COCM
292
Charter Oak Capital Management
New Hampshire
$20K – – –
LWM
293
Liberty Wealth Management
California
$18K +$149 +2 +0.9%
BFC
294
Bedel Financial Consulting
Indiana
$15K – – –
AF
295
Allworth Financial
California
$15K +$74 +1 +0.5%
WWMSC
296
Wagner Wealth Management (South Carolina)
South Carolina
$14K -$1.34K -18 -9%
IWP
297
IAG Wealth Partners
Wisconsin
$12K +$11.2K +151 New
SL
298
Savior LLC
Massachusetts
$11K – – –
APC
299
Aspire Private Capital
North Carolina
$10K – – –
PFA
300
Professional Financial Advisors
Nebraska
$8K – – –
9 10 11
12
13

FTCS Hedge Fund Activity: Q2 2021 in Review

308 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in First Trust Capital Strength ETF (FTCS) for Q2 2021, worth a combined $4.7B — up 8.2% from $4.34B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new FTCS positions and 15 closed out — a net gain of 22 holders — while 148 added to existing stakes and 89 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $44.1M. The largest seller was Darwin Wealth Management, exiting entirely with an estimated $13.8M sold.

  • 308 institutional investors held First Trust Capital Strength ETF (FTCS) as of Q2 2021, up from 291 in Q1 2021.
  • Funds reported $4.7B of First Trust Capital Strength ETF stock for Q2 2021, up 8.2% quarter-over-quarter.
  • 37 funds opened new First Trust Capital Strength ETF positions in Q2 2021 and 15 closed out, a net change of +22 holders.
  • The largest First Trust Capital Strength ETF buyer in Q2 2021 was AE Wealth Management, an estimated $44.1M added.
  • The largest First Trust Capital Strength ETF seller in Q2 2021 was Darwin Wealth Management, an estimated $13.8M sold.

Based on aggregated 13F filings for Q2 2021.