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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 %
LFG
326
Larson Financial Group
Missouri
$456K -$84.7K -933 -16%
SAG
327
SageView Advisory Group
California
$452K +$726 +8 +0.2%
CWM
328
Collaborative Wealth Management
Florida
$448K -$80.6K -888 -15%
USCWA
329
U.S. Capital Wealth Advisors
Texas
$447K -$4.45K -49 -1%
SWM
330
SFG Wealth Management
Maryland
$442K +$91 +1 +0%
SWA
331
Strategies Wealth Advisors
Michigan
$441K +$1.18K +13 +0.3%
IAA
332
Independent Advisor Alliance
North Carolina
$440K -$29.1K -320 -6%
SEM
333
Strategic Equity Management
Arizona
$438K +$178K +1,960 +69%
PGFC
334
Peapack-Gladstone Financial Corp
New Jersey
$430K – – –
TW
335
TritonPoint Wealth
Maryland
$423K – – –
MC
336
Moors & Cabot
Massachusetts
$418K +$68.7K +757 +20%
FFA
337
Fragasso Financial Advisors
Pennsylvania
$407K -$226K -2,484 -36%
WB
338
WesBanco Bank
West Virginia
$405K +$405K +4,456 New
BCA
339
Bay Colony Advisors
Massachusetts
$404K +$454 +5 +0.1%
SFA
340
Sequoia Financial Advisors
Ohio
$401K +$401K +4,415 New
PCS
341
Private Client Services
Kentucky
$398K +$398K +4,388 New
KDA
342
Kraft Davis & Associates
Missouri
$395K +$10.3K +115 +3%
ECA
343
Elevated Capital Advisors
Utah
$392K – – –
UAG
344
United Advisor Group
Ohio
$385K +$56.8K +626 +17%
Brown Advisory
345
Brown Advisory
Maryland
$381K +$381K +4,201 New
PSA
346
Plum Street Advisors
Louisiana
$381K – – –
CB
347
Commerce Bank
Missouri
$378K – – –
IP
348
Intellectus Partners
California
$372K +$372K +4,100 New
DC
349
Davenport & Co
Virginia
$370K -$607K -6,689 -62%
KBFS
350
Kohmann Bosshard Financial Services
Ohio
$369K +$369K +4,064 New
12 13
14
15 16