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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 %
KeyBank National Association
326
KeyBank National Association
Ohio
$311K +$25.4K +338 +9%
WP
327
Wealthspan Partners
Iowa
$311K -$43.2K -575 -12%
MIFH
328
Migdal Insurance & Financial Holdings
Israel
$285K -$1.44M -19,401 -83%
Renaissance Technologies
329
Renaissance Technologies
New York
$278K -$917K -12,200 -77%
FFS
330
Founders Financial Securities
Maryland
$275K +$275K +3,658 New
ERWM
331
Elk River Wealth Management
Colorado
$274K -$120K -1,600 -30%
CF
332
Centaurus Financial
California
$274K -$595K -3,796 -68%
TA
333
TrueWealth Advisors
Alabama
$268K +$268K +3,571 New
MCM
334
Mendel Capital Management
Arkansas
$266K -$43.1K -574 -14%
CAG
335
Csenge Advisory Group
Florida
$262K +$46.9K +625 +22%
CB
336
Commerce Bank
Missouri
$262K – – –
MWM
337
Meridian Wealth Management
Kentucky
$257K +$5.26K +70 +2%
AWAP
338
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$256K -$78K -1,039 -23%
CAM
339
Concorde Asset Management
Michigan
$254K +$254K +3,382 New
IA
340
Insight Advisors
Pennsylvania
$254K – – –
TCWA
341
Ten Capital Wealth Advisors
Washington
$245K -$38K -508 -13%
NFP
342
Narus Financial Partners
Utah
$240K – – –
LRPA
343
L. Roy Papp & Associates
Arizona
$237K -$45K -600 -16%
CA
344
Calton & Associates
Florida
$237K -$124K -1,646 -34%
TWM
345
Triton Wealth Management
Arizona
$235K +$382 +5 +0.2%
MFA
346
Mayflower Financial Advisors
Massachusetts
$228K – – –
FTDI
347
First Trust Direct Indexing
Massachusetts
$228K +$228K +3,042 New
SIAS
348
Summit Investment Advisory Services
Minnesota
$228K +$20.6K +275 +10%
PCIA
349
Prime Capital Investment Advisors
Kansas
$226K +$226K +3,008 New
FA
350
Flagstar Advisors
New York
$224K +$224K +2,981 New
12 13
14
15 16