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First Trust Capital Strength ETF

368 hedge funds and large institutions have $5.17B invested in First Trust Capital Strength ETF in 2022 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 170 increasing their positions, 108 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 108

47% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 36

3% more funds holding

Funds holding: 357368 (+11)

0.79% less ownership

Funds ownership: 60.3%59.51% (-0.79%)

6% less funds holding in top 10

Funds holding in top 10: 4946 (-3)

9% less capital invested

Capital invested by funds: $5.69B → $5.17B (-$514M)

Holders
368
Holders Change
+11
Holders Change %
+3.08%
% of All Funds
5.8%
Holding in Top 10
46
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.12%
% of All Funds
0.73%
New
53
Increased
170
Reduced
108
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
276
Ahrens Investment Partners
Louisiana
$347K -$319K -4,101 -48%
AOG
277
Alpha Omega Group
Virginia
$335K -$6.84K -88 -2%
PPW
278
Pinnacle Private Wealth
Massachusetts
$334K -$52.5K -675 -14%
USCWA
279
U.S. Capital Wealth Advisors
Texas
$331K +$132K +1,698 +67%
TCWA
280
Ten Capital Wealth Advisors
Washington
$321K -$35.1K -452 -10%
IA
281
Insight Advisors
Pennsylvania
$319K -$11.4K -146 -3%
RJTCONH
282
Raymond James Trust Company of New Hampshire
New Hampshire
$313K +$311K +3,999 New
NFP
283
Narus Financial Partners
Utah
$300K +$298K +3,837 New
HA
284
Herold Advisors
New York
$297K +$23.3K +300 +9%
TCA
285
Transcend Capital Advisors
New Jersey
$297K -$467 -6 -0.2%
CF
286
Centaurus Financial
California
$289K -$2M -25,773 -87%
FFS
287
Founders Financial Securities
Maryland
$288K +$81K +1,042 +39%
Fidelity Investments
288
Fidelity Investments
Massachusetts
$283K -$5.91K -76 -2%
SS
289
Simplicity Solutions
Minnesota
$281K +$280K +3,596 New
FHA
290
Flagship Harbor Advisors
Massachusetts
$275K +$33K +424 +14%
KCIA
291
Kingsbury Capital Investment Advisors
Illinois
$270K +$269K +3,458 New
CAG
292
Csenge Advisory Group
Florida
$268K -$2.32M -29,779 -90%
CHC
293
City Holding Co
West Virginia
$267K
PBF
294
Petix & Botte Financial
California
$255K +$253K +3,258 New
5L
295
55I LLC
Massachusetts
$252K -$53.1K -683 -17%
BWM
296
BCS Wealth Management
Tennessee
$250K +$53.1K +683 +27%
WMA
297
Wealth Management Associates
New Jersey
$249K
BCM
298
Brookstone Capital Management
Illinois
$249K +$249K +3,196 New
VCP
299
Verus Capital Partners
Arizona
$243K +$255K +3,277 New
WWM
300
WJ Wealth Management
Arizona
$240K -$52.5K -675 -18%

FTCS Hedge Fund Activity: Q1 2022 in Review

368 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust Capital Strength ETF (FTCS) for Q1 2022, worth a combined $5.17B — down 9% from $5.69B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new FTCS positions and 36 closed out — a net gain of 17 holders — while 170 added to existing stakes and 108 trimmed.

The largest buyer was LPL Financial, adding an estimated $49.6M. The largest seller was AE Wealth Management, cutting an estimated $60.5M.

  • 368 institutional investors held First Trust Capital Strength ETF (FTCS) as of Q1 2022, up from 357 in Q4 2021.
  • Funds reported $5.17B of First Trust Capital Strength ETF stock for Q1 2022, down 9% quarter-over-quarter.
  • 53 funds opened new First Trust Capital Strength ETF positions in Q1 2022 and 36 closed out, a net change of +17 holders.
  • The largest First Trust Capital Strength ETF buyer in Q1 2022 was LPL Financial, an estimated $49.6M added.
  • The largest First Trust Capital Strength ETF seller in Q1 2022 was AE Wealth Management, an estimated $60.5M sold.

Based on aggregated 13F filings for Q1 2022.