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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 %
RGF
301
Retirement Guys Formula
Ohio
$465K +$8.93K +119 +2%
PPP
302
Private Portfolio Partners
New Jersey
$446K +$175K +2,336 +65%
TCA
303
Transcend Capital Advisors
New Jersey
$443K +$102K +1,354 +30%
TF
304
Trek Financial
Arizona
$438K -$18.2K -242 -4%
MCC
305
Money Concepts Capital
Florida
$429K -$3.86M -51,352 -90%
SWM
306
SeaCrest Wealth Management
New York
$427K -$78.2K -1,042 -15%
WWM
307
WJ Wealth Management
Arizona
$413K +$206K +2,750 +100%
SWM
308
SFG Wealth Management
Maryland
$402K +$601 +8 +0.1%
FFN
309
Focus Financial Network
Minnesota
$401K +$401K +5,336 New
PWP
310
Principle Wealth Partners
Connecticut
$387K – – –
CHC
311
City Holding Co
West Virginia
$380K -$8.26K -110 -2%
PBF
312
Petix & Botte Financial
California
$379K +$379K +5,044 New
PWM
313
Prosperity Wealth Management
California
$377K -$585K -7,786 -61%
BCA
314
Bay Colony Advisors
Massachusetts
$375K -$25.3K -337 -6%
NWMG
315
National Wealth Management Group
Ohio
$371K -$457 -6 -0.1%
PGFC
316
Peapack-Gladstone Financial Corp
New Jersey
$356K – – –
USCWA
317
U.S. Capital Wealth Advisors
Texas
$352K +$11.6K +155 +3%
CIA
318
Cape Investment Advisory
Georgia
$350K -$119K -1,587 -25%
WFS
319
Weitzel Financial Services
Iowa
$349K +$4.96K +66 +1%
AF
320
Allworth Financial
California
$348K +$219K +2,915 +170%
BWM
321
BCS Wealth Management
Tennessee
$347K – – –
VFA
322
Valeo Financial Advisors
Indiana
$342K +$342K +4,552 New
CA
323
Continuum Advisory
Idaho
$340K -$11.4K -152 -3%
HH
324
Hilltop Holdings
Texas
$337K +$337K +4,485 New
APWA
325
Atlas Private Wealth Advisors
New Jersey
$331K +$115K +1,537 +53%
11 12
13
14 15