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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 %
GI
401
Gradient Investments
Minnesota
$13.9K – – –
VAG
402
VisionPoint Advisory Group
Texas
$13.5K +$13.5K +180 New
WWM
403
Wagner Wealth Management
South Carolina
$13.2K -$51.3K -682 -80%
KFI
404
Key Financial Inc
Pennsylvania
$10.6K – – –
APC
405
Aspire Private Capital
North Carolina
$10.4K – – –
CWA
406
Clearview Wealth Advisors
Oregon
$8.96K +$75 +1 +0.8%
OA
407
Operose Advisors
Wisconsin
$8.26K – – –
CA
408
Crewe Advisors
Utah
$8.26K – – –
CFFP
409
Center for Financial Planning
Michigan
$7.66K – – –
CA
410
Centerpoint Advisors
Massachusetts
$7K +$7K +93 New
BLC
411
Brown, Lisle/Cummings
Rhode Island
$6.98K +$6.98K +93 New
RDIA
412
RE Dickinson Investment Advisors
Iowa
$6K +$6K +79 New
SWA
413
Sutton Wealth Advisors
Florida
$5.41K – – –
BCWM
414
Bartlett & Co Wealth Management
Ohio
$4.43K -$10.7K -143 -71%
BC
415
Bartlett & Co
Ohio
$4K -$9.7K -143 -71%
GIA
416
GHP Investment Advisors
Colorado
$3.05K +$3.05K +40 New
IPW
417
Impact Partnership Wealth
Georgia
$3K +$3K +40 New
MRCM
418
M&R Capital Management
New Jersey
$2.85K +$2.85K +38 New
EAM
419
Eukles Asset Management
Ohio
$2.18K – – –
BCMLT
420
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.03K -$6.98K -93 -78%
AF
421
Advisornet Financial
Minnesota
$1.88K +$1.13K +15 +150%
SOS
422
Silver Oak Securities
Tennessee
– -$29.2M -400,713 Closed
GLR
423
Great Lakes Retirement
Ohio
– -$27.6M -377,848 Closed
FA
424
Fermata Advisors
California
– -$7.37M -101,037 Closed
PWS
425
Peterson Wealth Services
Utah
– -$4.1M -56,203 Closed
14 15 16
17
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