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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 %
GBT
426
Grove Bank & Trust
Florida
$255K – – –
M1FG
427
Mach-1 Financial Group
Arkansas
$253K +$1.76K +20 +0.7%
FFA
428
Founders Financial Alliance
North Carolina
$252K +$263 +3 +0.1%
Thrivent Financial for Lutherans
429
Thrivent Financial for Lutherans
Minnesota
$250K +$250K +2,705 New
TA
430
TFB Advisors
Kansas
$248K -$19.5K -222 -7%
ARC
431
Advisor Resource Council
Texas
$248K +$248K +2,820 New
TA
432
TrueWealth Advisors
Alabama
$248K +$4.83K +55 +2%
Bessemer Group
433
Bessemer Group
New Jersey
$247K – – –
TWM
434
Triton Wealth Management
Arizona
$246K -$24K -261 -9%
DACG
435
Donor Advised Charitable Giving
California
$243K +$243K +2,763 New
KeyBank National Association
436
KeyBank National Association
Ohio
$239K +$14.6K +166 +7%
NA
437
Novus Advisors
South Carolina
$236K +$236K +2,685 New
RIG
438
RiverFront Investment Group
Virginia
$233K – – –
2L
439
25 LLC
Missouri
$233K – – –
MCM
440
McDonough Capital Management
Florida
$232K – – –
WAM
441
WealthTrust Asset Management
Florida
$227K – – –
NFP
442
Narus Financial Partners
Utah
$225K – – –
SAM
443
SignalPoint Asset Management
Missouri
$223K -$1.81M -20,559 -89%
IAP
444
Indie Asset Partners
Indiana
$221K -$26.4K -300 -11%
APWA
445
Atlas Private Wealth Advisors
New Jersey
$218K +$527 +6 +0.2%
CWM
446
Congress Wealth Management
Massachusetts
$215K +$215K +2,445 New
SWRP
447
Summit Wealth & Retirement Planning
California
$214K -$18.8K -214 -8%
MWM
448
Meridian Wealth Management
Kentucky
$212K – – –
GHA
449
GW Henssler & Associates
Georgia
$211K – – –
MWAM
450
Manhattan West Asset Management
California
$211K – – –
16 17
18
19 20