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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 %
BCA
376
Bay Colony Advisors
Massachusetts
$391K +$351 +4 +0.1%
OP
377
ORG Partners
Indiana
$391K +$329K +3,750 +536%
TIAA Trust, National Association
378
TIAA Trust, National Association
North Carolina
$391K +$48.9K +557 +14%
SFA
379
Sequoia Financial Advisors
Ohio
$390K +$2.02K +23 +0.5%
MWM
380
Modern Wealth Management
Kansas
$388K +$388K +4,423 New
WWA
381
Wealth Watch Advisors
Colorado
$387K +$387K +4,411 New
PSCM
382
Per Stirling Capital Management
Texas
$380K -$95K -1,082 -20%
FFS
383
Founders Financial Securities
Maryland
$378K +$24.2K +276 +7%
USCWA
384
U.S. Capital Wealth Advisors
Texas
$377K -$55.9K -636 -13%
LWM
385
Level Wealth Management
North Carolina
$374K +$374K +4,263 New
GFG
386
Grantvest Financial Group
New Jersey
$372K +$372K +4,240 New
PSA
387
Plum Street Advisors
Louisiana
$368K – – –
CB
388
Commerce Bank
Missouri
$366K – – –
S
389
SignatureFD
Georgia
$356K – – –
CWP
390
Core Wealth Partners
California
$353K +$23.7K +270 +7%
TSS
391
Two Sigma Securities
New York
$352K +$146K +1,658 +71%
WEG
392
World Equity Group
Illinois
$341K +$341K +3,879 New
CIG
393
Cascade Investment Group
Colorado
$334K -$9.13K -104 -3%
Fisher Asset Management
394
Fisher Asset Management
Washington
$329K +$88.3K +1,005 +37%
Kovitz Investment Group Partners
395
Kovitz Investment Group Partners
Illinois
$325K – – –
NWMG
396
National Wealth Management Group
Ohio
$323K -$3.51K -40 -1%
BTWM
397
Brass Tax Wealth Management
Ohio
$315K – – –
SWP
398
Sagespring Wealth Partners
Tennessee
$315K +$315K +3,589 New
GPW
399
Gentry Private Wealth
Kansas
$315K -$6.59K -75 -2%
CA
400
Continuum Advisory
Idaho
$309K -$10K -114 -3%
14 15
16
17 18