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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 %
PWS
301
Proactive Wealth Strategies
Georgia
$582K +$582K +6,405 New
TF
302
Trek Financial
Arizona
$579K – – –
CFG
303
Citizens Financial Group
Rhode Island
$568K +$140K +1,545 +33%
EIA
304
Eldridge Investment Advisors
New Hampshire
$560K – – –
FHC
305
First Heartland Consultants
Missouri
$554K -$1.76M -19,333 -76%
FAM
306
Formidable Asset Management
Ohio
$548K -$8.63K -95 -2%
ZB
307
Zions Bancorporation
Utah
$527K – – –
ACA
308
American Capital Advisory
Idaho
$519K +$28.3K +312 +6%
WIC
309
Woodmont Investment Counsel
Tennessee
$517K +$283K +3,116 +121%
NPFS
310
Novak & Powell Financial Services
Florida
$513K – – –
LA
311
Lynch & Associates
Indiana
$510K +$58.8K +648 +13%
MSFS
312
Main Street Financial Solutions
Pennsylvania
$505K -$87.4K -963 -15%
SWM
313
SeaCrest Wealth Management
New York
$500K -$12.5K -138 -2%
RGF
314
Retirement Guys Formula
Ohio
$498K -$19K -209 -4%
TPW
315
TL Private Wealth
Texas
$497K -$393K -4,385 -44%
MCC
316
Money Concepts Capital
Florida
$495K +$11.7K +129 +2%
PSCM
317
Per Stirling Capital Management
Texas
$491K -$2.91K -32 -0.6%
WWM
318
WJ Wealth Management
Arizona
$487K -$12.7K -140 -3%
CWP
319
Cyndeo Wealth Partners
Florida
$477K +$477K +5,254 New
HH
320
Hilltop Holdings
Texas
$473K +$166K +1,825 +54%
FHA
321
Flagship Harbor Advisors
Massachusetts
$469K +$469K +5,161 New
PWP
322
Principle Wealth Partners
Connecticut
$468K – – –
WDC
323
Woodward Diversified Capital
California
$464K – – –
PBF
324
Petix & Botte Financial
California
$458K – – –
LAM
325
LifePro Asset Management
California
$457K – – –
11 12
13
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