We are live on ! Find out more
FTCS icon

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
CT
326
Cambridge Trust
Massachusetts
$95K +$94.9K +1,220 New
BA
327
Bellwether Advisors
Nebraska
$92K +$92.2K +1,186 New
Bank of Montreal
328
Bank of Montreal
Ontario, Canada
$90K
HNB
329
Huntington National Bank
Ohio
$82K
GWS
330
Glassman Wealth Services
Virginia
$78K
RA
331
Rise Advisors
New York
$73K +$156 +2 +0.2%
HBW
332
Hazlett, Burt & Watson
West Virginia
$63K +$62.2K +800 New
AIM
333
Anchor Investment Management
South Carolina
$62.6K +$38.9K +500 +167%
PB
334
Pinnacle Bancorp
Nebraska
$55K
Jones Financial Companies
335
Jones Financial Companies
Missouri
$47K -$23.2K -299 -33%
DI
336
Disciplined Investments
Oklahoma
$46K
CWA
337
Clearview Wealth Advisors
Oregon
$46K +$78 +1 +0.2%
GI
338
Gradient Investments
Minnesota
$41K -$11.7K -150 -22%
FP
339
Financial Perspectives
Minnesota
$40.3K
LAS
340
Lloyd Advisory Services
Georgia
$40K -$3.33M -42,828 -99%
TAM
341
Tucker Asset Management
Colorado
$40K +$467 +6 +1%
MAM
342
Meeder Asset Management
Ohio
$39K
APW
343
Acima Private Wealth
Virginia
$35K
MA
344
MUFG Americas
New York
$34K +$7.78K +100 +30%
MCM
345
MV Capital Management
Maryland
$32K
SC
346
SouthState Corp
Florida
$32K +$31.7K +408 New
SLWA
347
San Luis Wealth Advisors
California
$31K +$28.2K +363 New
SCA
348
Stonebridge Capital Advisors
Minnesota
$30K +$8.71K +112 +41%
AWM
349
Accel Wealth Management
Iowa
$28K +$27.9K +359 New
PMFA
350
Plante Moran Financial Advisors
Michigan
$26K

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.