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First Trust Capital Strength ETF
FTCS

Overview Fund Activity

411 hedge funds and large institutions have $5.2B invested in First Trust Capital Strength ETF in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 142 increasing their positions, 178 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
-9
Holders Change %
-2.14%
% of All Funds
6.55%
Holding in Top 10
44
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-13.73%
% of All Funds
0.7%
New
39
Increased
142
Reduced
178
Closed
46
Calls
$6.21M
Puts
$5.38M
Net Calls
+$826K
Net Calls Change
+$692K

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
+$12.1M
2
NA
NewEdge Advisors
Louisiana
+$10.1M
3
FA
Fermata Advisors
California
+$9.99M
4
HFP
Holistic Financial Partners
Indiana
+$7.18M
5
Citadel Advisors
Citadel Advisors
Florida
+$6.72M

Top Sellers

1
PG
Prostatis Group
Maryland
-$54.6M
2
Ameriprise
Ameriprise
Minnesota
-$24.9M
3
Bank of America
Bank of America
North Carolina
-$20.4M
4
BIM
Bullseye Investment Management
Ohio
-$18M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$16.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
276
Mercer Global Advisors
Colorado
$601K +$601K +8,169 New
MIM
277
MTM Investment Management
South Carolina
$587K -$107K -1,450 -15%
WC
278
Waterloo Capital
Texas
$585K +$585K +7,951 New
BCM
279
Brookstone Capital Management
Illinois
$568K +$101K +1,363 +22%
AWM
280
Axxcess Wealth Management
California
$568K +$568K +7,715 New
CAAS
281
Capital Asset Advisory Services
Michigan
$567K -$28K -374 -5%
LMKC
282
L.M. Kohn & Company
Ohio
$563K – – –
BPFA
283
Barnes Pettey Financial Advisors
Mississippi
$560K -$30.7K -417 -5%
DI
284
DFPG Investments
Utah
$550K -$220K -2,958 -29%
KWA
285
Kingswood Wealth Advisors
California
$534K -$2.67M -36,158 -83%
LFG
286
Larson Financial Group
Missouri
$534K -$28.3K -384 -5%
FAM
287
Formidable Asset Management
Ohio
$525K – – –
PPP
288
Private Portfolio Partners
New Jersey
$523K +$85.9K +1,166 +20%
FFA
289
Fragasso Financial Advisors
Pennsylvania
$513K – – –
IWN
290
Independent Wealth Network
Iowa
$512K -$945K -12,835 -65%
MIH
291
Meitav Investment House
Israel
$511K – – –
ACMA
292
Arbor Capital Management (Alaska)
Alaska
$508K -$32.1K -435 -6%
CWS
293
Confluence Wealth Services
Pennsylvania
$507K -$23K -312 -4%
MSFS
294
Main Street Financial Solutions
Pennsylvania
$498K – – –
ORC
295
O'Rourke & Company
Massachusetts
$497K -$42.4K -575 -8%
LAM
296
LifePro Asset Management
California
$490K – – –
RGF
297
Retirement Guys Formula
Ohio
$489K +$32.8K +446 +7%
WDC
298
Woodward Diversified Capital
California
$481K -$32.5K -441 -6%
ECA
299
Elevated Capital Advisors
Utah
$475K -$11K -149 -2%
TSS
300
Two Sigma Securities
New York
$464K +$464K +6,301 New
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12
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