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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 %
FHA
401
Flagship Harbor Advisors
Massachusetts
$304K -$149K -1,697 -33%
Brown Advisory
402
Brown Advisory
Maryland
$300K -$68.5K -780 -19%
SF
403
SWP Financial
California
$299K – – –
TC
404
TownSquare Capital
Utah
$296K -$51K -581 -15%
ECA
405
Elevated Capital Advisors
Utah
$293K -$85.9K -978 -23%
BWP
406
Balboa Wealth Partners
Arizona
$293K +$81.2K +925 +38%
DE
407
Diversified Enterprises
Delaware
$292K +$966 +11 +0.3%
IA
408
Insight Advisors
Pennsylvania
$289K -$43.1K -491 -13%
TCA
409
Transcend Capital Advisors
New Jersey
$289K -$15.1K -172 -5%
LRPA
410
L. Roy Papp & Associates
Arizona
$286K – – –
WMA
411
Wealth Management Associates
New Jersey
$286K – – –
TKP
412
Tallon Kerry Patrick
$285K +$285K +3,263 New
PRTG
413
Post Resch Tallon Group
New York
$285K +$285K +3,263 New
CCG
414
Cypress Capital Group
Florida
$281K -$650K -7,398 -70%
CCP
415
Clarity Capital Partners
California
$280K +$38.4K +437 +16%
TCPW
416
Twin City Private Wealth
North Carolina
$277K -$10.3K -117 -4%
SCM
417
Saxony Capital Management
Missouri
$275K +$7.47K +85 +3%
SIAS
418
Summit Investment Advisory Services
Minnesota
$273K +$17.4K +198 +7%
IP
419
Intellectus Partners
California
$272K -$87.8K -1,000 -24%
AQR Capital Management
420
AQR Capital Management
Connecticut
$258K +$258K +2,935 New
WIP
421
WealthCare Investment Partners
Rhode Island
$258K -$3.76K -43 -1%
HF
422
HRT Financial
New York
$257K -$94.6K -1,078 -27%
FA
423
Flagstar Advisors
New York
$257K +$59.6K +679 +30%
AWAP
424
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$256K – – –
SFC
425
Strategic Financial Concepts
Texas
$255K +$255K +2,908 New
15 16
17
18 19