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First Trust Capital Strength ETF
FTCS

Overview Fund Activity

401 hedge funds and large institutions have $5.27B invested in First Trust Capital Strength ETF in 2022 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 153 increasing their positions, 132 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
+44
Holders Change %
+12.32%
% of All Funds
6.47%
Holding in Top 10
58
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+11.54%
% of All Funds
0.94%
New
74
Increased
153
Reduced
132
Closed
24
Calls
$10.6M
Puts
$10.8M
Net Calls
-$261K
Net Calls Change
+$4.91M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$380M
2
SOS
2
Silver Oak Securities
Tennessee
$28.3M
3
Mariner
3
Mariner
Kansas
$29.7M
4
LPL Financial
4
LPL Financial
California
$612M
5
Ameriprise
5
Ameriprise
Minnesota
$141M

Top Sellers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$135M
2
CA
2
Cetera Advisors
Colorado
$39.1M
3
KIG
3
Kowal Investment Group
Wisconsin
$43M
4
PWA
4
PCG Wealth Advisors
Kansas
$16M
5
WWM
5
Western Wealth Management
Colorado
$16.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
DI
376
Disciplined Investments
Oklahoma
$43.8K – – –
LIA
377
Luken Investment Analytics
Tennessee
$42.6K +$42.6K +568 New
TAM
378
Tucker Asset Management
Colorado
$41.4K +$1.58K +21 +4%
RBC
379
Romano Brothers & Co
Illinois
$39.6K +$39.6K +529 New
GI
380
Gradient Investments
Minnesota
$39.3K – – –
KFI
381
Key Financial Inc
Pennsylvania
$37.9K – – –
SC
382
SouthState Corp
Florida
$30.6K – – –
MFT
383
Moisand Fitzgerald Tamayo
Florida
$29K – – –
FP
384
Financial Perspectives
Minnesota
$28.6K -$10K -134 -26%
AWM
385
Accel Wealth Management
Iowa
$26.9K – – –
WAM
386
Worth Asset Management
Texas
$22.5K – – –
GIA
387
Goodwin Investment Advisory
Georgia
$18.7K +$18.7K +250 New
RCM
388
Raleigh Capital Management
North Carolina
$16.5K – – –
BCWM
389
Bartlett & Co Wealth Management
Ohio
$15.1K – – –
BC
390
Bartlett & Co
Ohio
$15K – – –
WWM
391
Wagner Wealth Management
South Carolina
$11.3K +$898 +12 +9%
CWP
392
Concord Wealth Partners
Virginia
$11.2K +$11.2K +150 New
APC
393
Aspire Private Capital
North Carolina
$10.3K – – –
CWA
394
Clearview Wealth Advisors
Oregon
$8.88K +$75 +1 +0.9%
OA
395
Operose Advisors
Wisconsin
$8.25K – – –
CFFP
396
Center for Financial Planning
Michigan
$7.65K – – –
SWM
397
Sanctuary Wealth Management
Idaho
$6.82K +$6.82K +91 New
CA
398
Clearstead Advisors
Ohio
$4.72K +$4.72K +63 New
EAM
399
Eukles Asset Management
Ohio
$2K – – –
SIS
400
Sound Income Strategies
Florida
$1.95K – – –
14 15
16
17 18