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First Trust Capital Strength ETF
FTCS

Overview Fund Activity

496 hedge funds and large institutions have $5.2B invested in First Trust Capital Strength ETF in 2024 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 148 increasing their positions, 214 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
496
Holders Change
+30
Holders Change %
+6.44%
% of All Funds
7.17%
Holding in Top 10
30
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-14.29%
% of All Funds
0.43%
New
65
Increased
148
Reduced
214
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BEI
Benjamin Edwards Inc
Missouri
+$18.8M
2
HFP
Holistic Financial Partners
Indiana
+$9.28M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$7.34M
4
GM
GeoWealth Management
Illinois
+$6.58M
5
ECA
Elevation Capital Advisory
Oregon
+$6.53M

Top Sellers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$128M
2
KIG
Kowal Investment Group
Wisconsin
-$52.3M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$50.4M
4
Morgan Stanley
Morgan Stanley
New York
-$25.5M
5
LPL Financial
LPL Financial
California
-$17.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCMG
276
Clark Capital Management Group
Pennsylvania
$796K +$68.6K +756 +9%
AF
277
Allworth Financial
California
$792K +$53.6K +590 +7%
ACMA
278
Arbor Capital Management (Alaska)
Alaska
$791K +$182K +2,001 +30%
KA
279
Kovack Advisors
Florida
$790K +$33.7K +371 +4%
CS
280
Capital Square
Tennessee
$783K +$91 +1 +0%
BAM
281
Belpointe Asset Management
Nevada
$770K -$460K -5,069 -37%
IAS
282
Insigneo Advisory Services
Florida
$761K -$51.1K -563 -6%
PIA
283
Panoramic Investment Advisors
Colorado
$735K +$735K +8,095 New
IPAM
284
Investment Partners Asset Management
New Jersey
$710K – – –
EFG
285
Elios Financial Group
Ohio
$698K +$698K +7,689 New
WWM
286
Wolff Wiese Magana
California
$690K -$5.54K -61 -0.8%
IPA
287
Investment Planning Advisors
Georgia
$688K – – –
MIM
288
MTM Investment Management
South Carolina
$688K -$15.4K -170 -2%
HPC
289
Hobart Private Capital
North Carolina
$681K -$1.27K -14 -0.2%
SW
290
Simplicity Wealth
New Jersey
$654K -$38.2K -421 -6%
TFP
291
Traction Financial Partners
Wyoming
$648K – – –
SWAG
292
Spectrum Wealth Advisory Group
California
$647K -$31.1K -343 -5%
PPP
293
Private Portfolio Partners
New Jersey
$639K +$639K +7,033 New
BIM
294
Bullseye Investment Management
Ohio
$638K +$638K +6,886 New
RFG
295
REAP Financial Group
Texas
$637K -$145K -1,597 -19%
IWN
296
Independent Wealth Network
Iowa
$628K -$7.08K -78 -1%
MIH
297
Meitav Investment House
Israel
$604K – – –
LMKC
298
L.M. Kohn & Company
Ohio
$599K -$63.5K -699 -10%
BCM
299
Brookstone Capital Management
Illinois
$594K +$50K +551 +9%
ORC
300
O'Rourke & Company
Massachusetts
$593K -$21.6K -238 -4%
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