FTCS icon

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
$19.6M
2
HFP
Holistic Financial Partners
Indiana
$9.28M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$12.6M
4
GM
GeoWealth Management
Illinois
$7.56M
5
ECA
Elevation Capital Advisory
Oregon
$6.53M

Top Sellers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$0
2
KIG
Kowal Investment Group
Wisconsin
$3.15M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.63M
4
Morgan Stanley
Morgan Stanley
New York
$582M
5
LPL Financial
LPL Financial
California
$670M
Name Holding Trade Value Shares
Change 		Shares
Change %
Qube Research & Technologies (QRT)
376
Qube Research & Technologies (QRT)
United Kingdom
$276K -$1.15M -12,710 -81%
MCM
377
Mendel Capital Management
Arkansas
$275K -$48.1K -530 -15%
WIP
378
WealthCare Investment Partners
Rhode Island
$268K -$3.85K -43 -1%
TWM
379
Triton Wealth Management
Arizona
$267K -$39.4K -434 -13%
DIM
380
Delta Investment Management
California
$266K +$266K +2,928 New
AWAP
381
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$265K – – –
SIAS
382
Summit Investment Advisory Services
Minnesota
$265K +$265K +2,914 New
GBT
383
Grove Bank & Trust
Florida
$263K -$90.8K -1,000 -26%
FFA
384
Founders Financial Alliance
North Carolina
$261K +$91 +1 +0%
M1FG
385
Mach-1 Financial Group
Arkansas
$260K +$36.7K +404 +16%
IAP
386
Indie Asset Partners
Indiana
$256K +$363 +4 +0.1%
Bessemer Group
387
Bessemer Group
New Jersey
$255K – – –
CL
388
Choreo LLC
Illinois
$254K +$254K +2,793 New
TA
389
TrueWealth Advisors
Alabama
$251K +$7.72K +85 +3%
CCP
390
Clarity Capital Partners
California
$250K -$40.2K -443 -14%
Fisher Asset Management
391
Fisher Asset Management
Washington
$249K +$249K +2,744 New
MIFH
392
Migdal Insurance & Financial Holdings
Israel
$248K -$1.64K -18 -0.7%
AFG
393
Allegheny Financial Group
Pennsylvania
$244K – – –
NEWAS
394
N.E.W. Advisory Services
Wisconsin
$242K -$60K -661 -20%
LSA
395
Lion Street Advisors
Texas
$242K – – –
RIG
396
RiverFront Investment Group
Virginia
$241K – – –
2L
397
25 LLC
Missouri
$241K – – –
SWRP
398
Summit Wealth & Retirement Planning
California
$240K +$272 +3 +0.1%
MCM
399
McDonough Capital Management
Florida
$240K +$240K +2,639 New
TCWM
400
Total Clarity Wealth Management
Illinois
$238K -$38.1K -420 -14%
14 15
16
17 18