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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 %
S
351
SignatureFD
Georgia
$368K – – –
FFS
352
Founders Financial Securities
Maryland
$366K -$364K -4,012 -50%
HF
353
HRT Financial
New York
$363K +$363K +4,007 New
TC
354
TownSquare Capital
Utah
$359K +$70.9K +781 +25%
CIG
355
Cascade Investment Group
Colorado
$355K -$7.26K -80 -2%
TIAA Trust, National Association
356
TIAA Trust, National Association
North Carolina
$353K +$6.08K +67 +2%
IA
357
Insight Advisors
Pennsylvania
$344K +$272 +3 +0.1%
CWP
358
Core Wealth Partners
California
$340K +$40.3K +444 +13%
NWMG
359
National Wealth Management Group
Ohio
$337K -$3.63K -40 -1%
Kovitz Investment Group Partners
360
Kovitz Investment Group Partners
Illinois
$336K +$336K +3,700 New
GPW
361
Gentry Private Wealth
Kansas
$333K -$999 -11 -0.3%
CA
362
Continuum Advisory
Idaho
$332K +$43.6K +477 +15%
BTWM
363
Brass Tax Wealth Management
Ohio
$326K +$26.3K +290 +9%
AF
364
Advisornet Financial
Minnesota
$315K +$137K +1,510 +77%
TCA
365
Transcend Capital Advisors
New Jersey
$314K +$5.81K +64 +2%
SF
366
SWP Financial
California
$309K -$55K -606 -15%
D
367
Diversified
Delaware
$301K -$246K -2,711 -45%
DE
368
Diversified Enterprises
Delaware
$301K +$301K +3,318 New
TCPW
369
Twin City Private Wealth
North Carolina
$297K -$2.27K -25 -0.8%
LRPA
370
L. Roy Papp & Associates
Arizona
$296K – – –
WMA
371
Wealth Management Associates
New Jersey
$295K – – –
HIS
372
Harvest Investment Services
Illinois
$283K +$283K +3,114 New
Prudential Financial
373
Prudential Financial
New Jersey
$280K -$14.6K -161 -5%
TA
374
TFB Advisors
Kansas
$276K -$545 -6 -0.2%
SCM
375
Saxony Capital Management
Missouri
$276K +$9.08K +100 +3%
13 14
15
16 17