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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
$28.7M
2
IAA
Independent Advisor Alliance
North Carolina
$22M
3
Goldman Sachs
Goldman Sachs
New York
$32.5M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$26.7M
5
LPL Financial
LPL Financial
California
$662M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$3.49M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
$914M
3
PAG
Private Advisor Group
New Jersey
$74.3M
4
Morgan Stanley
Morgan Stanley
New York
$545M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
326
Trek Financial
Arizona
$560K – – –
Mercer Global Advisors
327
Mercer Global Advisors
Colorado
$559K +$559K +6,371 New
TFP
328
Traction Financial Partners
Wyoming
$557K -$68.9K -785 -11%
FAM
329
Formidable Asset Management
Ohio
$545K +$15.3K +174 +3%
EIA
330
Eldridge Investment Advisors
New Hampshire
$541K – – –
LA
331
Lynch & Associates
Indiana
$536K +$42.4K +483 +9%
ORC
332
O'Rourke & Company
Massachusetts
$535K -$38.5K -438 -7%
LCWP
333
Legacy Capital Wealth Partners
Arkansas
$532K +$532K +6,062 New
AF
334
Advisornet Financial
Minnesota
$530K +$225K +2,562 +74%
HA
335
Huntleigh Advisors
Missouri
$527K +$527K +5,997 New
NPFS
336
Novak & Powell Financial Services
Florida
$523K +$26.4K +301 +5%
PFA
337
Pure Financial Advisors
California
$511K +$511K +5,814 New
ZB
338
Zions Bancorporation
Utah
$509K – – –
VAMG
339
Voisard Asset Management Group
Michigan
$509K +$509K +5,800 New
EFG
340
Elios Financial Group
Ohio
$507K -$168K -1,913 -25%
SEM
341
Strategic Equity Management
Arizona
$505K +$81.8K +931 +19%
ACA
342
American Capital Advisory
Idaho
$504K +$1.49K +17 +0.3%
CWP
343
Cyndeo Wealth Partners
Florida
$500K +$38.3K +436 +8%
TPW
344
TL Private Wealth
Texas
$492K +$2.21K +25 +0.5%
MSFS
345
Main Street Financial Solutions
Pennsylvania
$489K +$790 +9 +0.2%
SWM
346
SeaCrest Wealth Management
New York
$484K +$176 +2 +0%
SWMG
347
Stillwater Wealth Management Group
Florida
$475K +$475K +5,404 New
BCM
348
Brookstone Capital Management
Illinois
$473K -$102K -1,160 -18%
WWM
349
WJ Wealth Management
Arizona
$471K – – –
RGF
350
Retirement Guys Formula
Ohio
$470K -$11.4K -130 -2%
12 13
14
15 16