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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 %
HIA
376
Harbor Investment Advisory
Maryland
$75.7K – – –
GWS
377
Glassman Wealth Services
Virginia
$75.1K – – –
PB
378
Pinnacle Bancorp
Nebraska
$73.1K +$20.6K +274 +39%
SC
379
Stephens Consulting
Michigan
$66.5K – – –
WT
380
Whittier Trust
California
$64.1K -$52.4K -698 -45%
SIS
381
Sound Income Strategies
Florida
$63.6K +$61.3K +816 +2,632%
Qube Research & Technologies (QRT)
382
Qube Research & Technologies (QRT)
United Kingdom
$61.9K -$400K -7,562 -87%
PA
383
PSI Advisors
Florida
$60.6K -$9.61K -128 -14%
AIM
384
Anchor Investment Management
South Carolina
$60.1K – – –
HBW
385
Hazlett, Burt & Watson
West Virginia
$60K – – –
TAM
386
Tucker Asset Management
Colorado
$49.8K +$8.86K +118 +22%
PMFA
387
Plante Moran Financial Advisors
Michigan
$48.6K +$48.6K +647 New
LIA
388
Luken Investment Analytics
Tennessee
$42.6K – – –
WP
389
WealthShield Partners
North Carolina
$39.5K -$11.3K -151 -22%
AA
390
Addison Advisors
Vermont
$38.1K +$38.1K +508 New
RG
391
Retirement Group
California
$36.4K +$3.75K +50 +11%
SWM
392
Sanctuary Wealth Management
Idaho
$31.5K +$31.5K +419 New
SC
393
SouthState Corp
Florida
$30.6K – – –
FP
394
Financial Perspectives
Minnesota
$28.6K – – –
WIM
395
WealthPlan Investment Management
Nebraska
$24.7K – – –
WAM
396
Worth Asset Management
Texas
$22.5K – – –
GGI
397
Godsey & Gibb Inc
Virginia
$17.5K – – –
RCM
398
Raleigh Capital Management
North Carolina
$16.5K -$40.3K -537 -71%
BTI
399
Blue Trust Inc
Georgia
$15K -$63.2K -868 -81%
FMTCOCP
400
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$15K +$15K +200 New
14 15
16
17 18