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First Trust Capital Strength ETF
FTCS

Overview Fund Activity

420 hedge funds and large institutions have $5.42B invested in First Trust Capital Strength ETF in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 154 increasing their positions, 176 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
+20
Holders Change %
+5%
% of All Funds
6.62%
Holding in Top 10
51
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-13.56%
% of All Funds
0.8%
New
51
Increased
154
Reduced
176
Closed
26
Calls
$11.4M
Puts
$11.3M
Net Calls
+$134K
Net Calls Change
-$3.64M

Top Buyers

1
MML Investors Services
MML Investors Services
Massachusetts
$41.7M
2
LPL Financial
LPL Financial
California
$656M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$20.5M
4
BIM
Bullseye Investment Management
Ohio
$18.6M
5
VAS
Vestmark Advisory Solutions
Massachusetts
$22.9M

Top Sellers

1
SOS
Silver Oak Securities
Tennessee
$0
2
GLR
Great Lakes Retirement
Ohio
$0
3
KAS
Kestra Advisory Services
Texas
$41M
4
AFS
Axiom Financial Strategies
Indiana
$7.72M
5
RJA
Raymond James & Associates
Florida
$217M
Name Holding Trade Value Shares
Change 		Shares
Change %
YIH
276
Y-Intercept (HK)
Hong Kong
$634K +$634K +8,449 New
WP
277
WealthSource Partners
California
$623K +$60.1K +800 +11%
Bank of Montreal
278
Bank of Montreal
Ontario, Canada
$622K +$573K +7,621 +1,172%
BPFA
279
Barnes Pettey Financial Advisors
Mississippi
$603K +$3K +40 +0.5%
CAAS
280
Capital Asset Advisory Services
Michigan
$599K -$21.2K -282 -3%
IAN
281
Integrated Advisors Network
Texas
$596K +$130K +1,734 +28%
LMKC
282
L.M. Kohn & Company
Ohio
$574K +$84.8K +1,130 +17%
LFG
283
Larson Financial Group
Missouri
$573K -$12.2K -162 -2%
ORC
284
O'Rourke & Company
Massachusetts
$550K +$1.5K +20 +0.3%
UCFA
285
United Capital Financial Advisors
Texas
$549K – – –
ACMA
286
Arbor Capital Management (Alaska)
Alaska
$547K +$3.67K +49 +0.7%
CWS
287
Confluence Wealth Services
Pennsylvania
$541K -$78.9K -1,051 -13%
FAM
288
Formidable Asset Management
Ohio
$535K – – –
Fidelity Investments
289
Fidelity Investments
Massachusetts
$531K +$66.2K +882 +14%
ACM
290
AlphaStar Capital Management
North Carolina
$531K -$17.3K -230 -3%
ZIM
291
Zacks Investment Management
Illinois
$526K +$318K +4,232 +152%
WDC
292
Woodward Diversified Capital
California
$523K -$8.11K -108 -2%
FFA
293
Fragasso Financial Advisors
Pennsylvania
$523K -$352K -4,693 -40%
MSFS
294
Main Street Financial Solutions
Pennsylvania
$508K +$7.51K +100 +1%
MIH
295
Meitav Investment House
Israel
$507K +$507K +6,826 New
LAM
296
LifePro Asset Management
California
$500K – – –
ECA
297
Elevated Capital Advisors
Utah
$495K -$6.85M -91,210 -93%
EIA
298
Eldridge Investment Advisors
New Hampshire
$477K -$5.63K -75 -1%
TSWM
299
Tyler-Stone Wealth Management
Ohio
$470K +$470K +6,263 New
BCM
300
Brookstone Capital Management
Illinois
$466K +$14.4K +195 +3%
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