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First Trust Capital Strength ETF

307 hedge funds and large institutions have $4.74B invested in First Trust Capital Strength ETF in 2021 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 142 increasing their positions, 95 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 95

3% more funds holding in top 10

Funds holding in top 10: 3031 (+1)

7% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 30

1% more capital invested

Capital invested by funds: $4.7B → $4.74B (+$42.3M)

0.65% more ownership

Funds ownership: 57.6%58.25% (+0.65%)

0% less funds holding

Funds holding: 308307 (-1)

Holders
307
Holders Change
-1
Holders Change %
-0.32%
% of All Funds
5.37%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.54%
New
32
Increased
142
Reduced
95
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GKWIM
276
Gerber Kawasaki Wealth & Investment Management
California
$52K +$54.6K +700 New
BMD
277
Better Money Decisions
New Mexico
$46K -$3.51K -45 -7%
DI
278
Disciplined Investments
Oklahoma
$44K
CWA
279
Clearview Wealth Advisors
Oregon
$44K +$78 +1 +0.2%
TAM
280
Tucker Asset Management
Colorado
$39.3K -$779 -10 -2%
FP
281
Financial Perspectives
Minnesota
$38.5K
AIM
282
Axiom Investment Management
New York
$37K
MAM
283
Meeder Asset Management
Ohio
$37K
APW
284
Acima Private Wealth
Virginia
$34K
MCM
285
MV Capital Management
Maryland
$31K
MFT
286
Moisand Fitzgerald Tamayo
Florida
$29K
PMFA
287
Plante Moran Financial Advisors
Michigan
$25K -$28K -359 -52%
SCA
288
Stonebridge Capital Advisors
Minnesota
$21K -$21.4K -275 -50%
COCM
289
Charter Oak Capital Management
New Hampshire
$19K
LWM
290
Liberty Wealth Management
California
$18K +$78 +1 +0.4%
AF
291
Allworth Financial
California
$15K
BFC
292
Bedel Financial Consulting
Indiana
$15K
GI
293
Gradient Investments
Minnesota
$14K -$27.9K -358 -66%
DWP
294
Destiny Wealth Partners
Florida
$14K +$14.1K +181 New
FHA
295
First Horizon Advisors
Tennessee
$13K -$23.3K -299 -64%
WWMSC
296
Wagner Wealth Management (South Carolina)
South Carolina
$11K -$3.58K -46 -25%
APC
297
Aspire Private Capital
North Carolina
$10K
WB
298
Webster Bank
Connecticut
$10K +$10.2K +131 New
LAS
299
Lloyd Advisory Services
Georgia
$9K -$2.93M -37,566 -100%
PFA
300
Professional Financial Advisors
Nebraska
$8K

FTCS Hedge Fund Activity: Q3 2021 in Review

307 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in First Trust Capital Strength ETF (FTCS) for Q3 2021, worth a combined $4.74B — up 0.9% from $4.7B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new FTCS positions and 30 closed out — a net gain of 2 holders — while 142 added to existing stakes and 95 trimmed.

The largest buyer was LPL Financial, adding an estimated $55.9M. The largest seller was AE Wealth Management, cutting an estimated $43.1M.

  • 307 institutional investors held First Trust Capital Strength ETF (FTCS) as of Q3 2021, down from 308 in Q2 2021.
  • Funds reported $4.74B of First Trust Capital Strength ETF stock for Q3 2021, up 0.9% quarter-over-quarter.
  • 32 funds opened new First Trust Capital Strength ETF positions in Q3 2021 and 30 closed out, a net change of +2 holders.
  • The largest First Trust Capital Strength ETF buyer in Q3 2021 was LPL Financial, an estimated $55.9M added.
  • The largest First Trust Capital Strength ETF seller in Q3 2021 was AE Wealth Management, an estimated $43.1M sold.

Based on aggregated 13F filings for Q3 2021.