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First Trust Capital Strength ETF
FTCS

Overview Fund Activity

532 hedge funds and large institutions have $6.02B invested in First Trust Capital Strength ETF in 2024 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 170 increasing their positions, 205 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
+36
Holders Change %
+7.26%
% of All Funds
7.08%
Holding in Top 10
37
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+23.33%
% of All Funds
0.49%
New
85
Increased
170
Reduced
205
Closed
38
Calls
$10K
Puts
$365K
Net Calls
-$355K
Net Calls Change
-$355K

Top Buyers

1
AAP
Arax Advisory Partners
Colorado
+$27.2M
2
IAA
Independent Advisor Alliance
North Carolina
+$21.6M
3
Goldman Sachs
Goldman Sachs
New York
+$19M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$14.9M
5
LPL Financial
LPL Financial
California
+$14.9M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$270M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$59.2M
3
PAG
Private Advisor Group
New Jersey
-$21.8M
4
Morgan Stanley
Morgan Stanley
New York
-$17.7M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$16.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
301
CAPTRUST Financial Advisors
North Carolina
$743K -$37K -421 -5%
AA
302
Armis Advisers
Georgia
$734K +$734K +8,356 New
SW
303
Simplicity Wealth
New Jersey
$708K +$75.6K +861 +12%
MIM
304
MTM Investment Management
South Carolina
$666K – – –
WWM
305
Wolff Wiese Magana
California
$666K -$1.67K -19 -0.3%
SWA
306
Stratos Wealth Advisors
Ohio
$655K -$185K -2,106 -22%
AIFAIM
307
American Institute for Advanced Investment Management
Arizona
$651K -$271K -3,084 -29%
HPC
308
Hobart Private Capital
North Carolina
$643K -$15.1K -172 -2%
CL
309
CLG LLC
California
$638K +$638K +7,262 New
PIA
310
Panoramic Investment Advisors
Colorado
$632K -$78.6K -895 -11%
RFG
311
REAP Financial Group
Texas
$630K +$13.4K +153 +2%
SWAG
312
Spectrum Wealth Advisory Group
California
$622K -$4.3K -49 -0.7%
IPAM
313
Investment Partners Asset Management
New Jersey
$616K -$70.9K -807 -10%
PPP
314
Private Portfolio Partners
New Jersey
$614K -$3.69K -42 -0.6%
IWN
315
Independent Wealth Network
Iowa
$608K +$615 +7 +0.1%
QC
316
Quadrature Capital
United Kingdom
$588K +$588K +6,689 New
MIH
317
Meitav Investment House
Israel
$585K – – –
William Blair & Company
318
William Blair & Company
Illinois
$580K -$202K -2,295 -26%
IAS
319
Insigneo Advisory Services
Florida
$579K -$157K -1,788 -21%
KDA
320
Kraft Davis & Associates
Missouri
$576K +$179K +2,000 +45%
CFG
321
Citizens Financial Group
Rhode Island
$575K +$26.2K +298 +5%
CWA
322
Crux Wealth Advisors
California
$574K +$574K +6,533 New
BIP
323
Blueprint Investment Partners
North Carolina
$566K +$566K +6,444 New
SIM
324
Synergy Investment Management
Florida
$566K +$566K +6,442 New
LMKC
325
L.M. Kohn & Company
Ohio
$562K -$17.2K -196 -3%
11 12
13
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