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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
IAN
301
Integrated Advisors Network
Texas
$240K +$239K +3,070 New
LGA
302
Lebenthal Global Advisors
New York
$239K
WAG
303
Winthrop Advisory Group
Massachusetts
$234K -$6.14K -79 -3%
CAM
304
Concorde Asset Management
Michigan
$227K +$2.02K +26 +0.9%
ARC
305
Advisor Resource Council
Texas
$225K -$345K -4,438 -61%
CAP
306
Columbia Advisory Partners
Washington
$219K -$4.04K -52 -2%
KFP
307
KMG Fiduciary Partners
Ohio
$218K
S
308
SignatureFD
Georgia
$217K +$172K +2,212 +390%
PAS
309
Park Avenue Securities
New York
$214K +$9.41K +121 +5%
VWA
310
Visionary Wealth Advisors
Illinois
$210K +$78 +1 +0%
AIP
311
Almanack Investment Partners
Pennsylvania
$209K +$208K +2,671 New
CC
312
Cypress Capital
Tennessee
$208K +$207K +2,664 New
CWM
313
Congress Wealth Management
Massachusetts
$203K +$202K +2,594 New
FFA
314
Founders Financial Alliance
North Carolina
$174K -$58.2K -748 -25%
MWM
315
Mascoma Wealth Management
New Hampshire
$174K
CA
316
Crewe Advisors
Utah
$165K
JWA
317
JFS Wealth Advisors
Pennsylvania
$145K
Fifth Third Bancorp
318
Fifth Third Bancorp
Ohio
$138K +$24K +309 +21%
CAPTRUST Financial Advisors
319
CAPTRUST Financial Advisors
North Carolina
$124K -$14.5K -187 -11%
FCT
320
First Community Trust
Iowa
$118K
WA
321
Win Advisors
Florida
$114K -$2.93M -37,715 -96%
WT
322
Whittier Trust
California
$109K +$7.78K +100 +8%
BDWM
323
Brewin Dolphin Wealth Management
Ireland
$104K
SC
324
Stephens Consulting
Michigan
$104K
ODG
325
O'Dell Group
Ohio
$101K

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.