FTCS icon

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 %
EIA
301
Eldridge Investment Advisors
New Hampshire
$459K -$8.84K -120 -2%
TSWM
302
Tyler-Stone Wealth Management
Ohio
$444K -$17.3K -235 -4%
TF
303
Trek Financial
Arizona
$423K -$6.26K -85 -1%
CHC
304
City Holding Co
West Virginia
$420K +$47.1K +640 +13%
SWM
305
SeaCrest Wealth Management
New York
$415K -$4.27K -58 -1%
WWM
306
WJ Wealth Management
Arizona
$405K – – –
TCA
307
Transcend Capital Advisors
New Jersey
$396K -$38.8K -527 -9%
SWM
308
SFG Wealth Management
Maryland
$395K +$515 +7 +0.1%
FFN
309
Focus Financial Network
Minnesota
$393K -$74 -1 -0%
PWP
310
Principle Wealth Partners
Connecticut
$379K – – –
PBF
311
Petix & Botte Financial
California
$371K – – –
BCA
312
Bay Colony Advisors
Massachusetts
$370K +$1.84K +25 +0.5%
WIP
313
WealthCare Investment Partners
Rhode Island
$351K +$351K +4,785 New
PGFC
314
Peapack-Gladstone Financial Corp
New Jersey
$349K – – –
CAM
315
Concorde Asset Management
Michigan
$344K +$94.5K +1,284 +38%
CIA
316
Cape Investment Advisory
Georgia
$343K – – –
BWM
317
BCS Wealth Management
Tennessee
$340K – – –
FPAS
318
Focus Partners Advisor Solutions
Missouri
$338K +$338K +4,592 New
AF
319
Allworth Financial
California
$335K -$5.52K -75 -2%
WFS
320
Weitzel Financial Services
Iowa
$332K -$8.86K -121 -3%
Prudential Financial
321
Prudential Financial
New Jersey
$331K +$121K +1,647 +58%
USCWA
322
U.S. Capital Wealth Advisors
Texas
$323K -$22.2K -302 -6%
ZIM
323
Zacks Investment Management
Illinois
$314K -$202K -2,740 -39%
KeyBank National Association
324
KeyBank National Association
Ohio
$305K – – –
TA
325
TrueWealth Advisors
Alabama
$302K +$38.9K +528 +15%
11 12
13
14 15