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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 %
AIM
451
Anchor Investment Management
South Carolina
$72.6K – – –
AA
452
AlphaMark Advisors
Kentucky
$64K -$77.7K -850 -55%
OP
453
ORG Partners
Indiana
$63.6K +$63.6K +700 New
PMFA
454
Plante Moran Financial Advisors
Michigan
$58.7K – – –
TPCW
455
TD Private Client Wealth
New York
$52.4K – – –
LIA
456
Luken Investment Analytics
Tennessee
$51.6K – – –
AFG
457
Albion Financial Group
Utah
$46.2K -$127K -1,401 -73%
BF
458
BOK Financial
Oklahoma
$45.3K +$45.3K +502 New
PA
459
Pineridge Advisors
Missouri
$43.2K +$43.2K +475 New
FP
460
Financial Perspectives
Minnesota
$34.6K – – –
IAIM
461
International Assets Investment Management
Florida
$34.4K +$34K +3,088,928 +8,648%
ADL
462
Asset Dedication LLC
California
$33.4K – – –
HIA
463
Harbor Investment Advisory
Maryland
$31.5K – – –
VF
464
VitalStone Financial
Texas
$30.7K +$1.45K +16 +5%
MFT
465
Moisand Fitzgerald Tamayo
Florida
$29.1K +$29.1K +320 New
MG
466
Mather Group
Illinois
$29K – – –
WT
467
Whittier Trust
California
$28.1K +$91 +1 +0.3%
DCM
468
Davis Capital Management
Florida
$27.3K – – –
WWM
469
Wagner Wealth Management
South Carolina
$27K +$272 +3 +1%
CAM
470
Creekmur Asset Management
Illinois
$26.4K -$91 -1 -0.3%
HT
471
Headlands Technologies
Illinois
$25.3K +$25.3K +279 New
SL
472
Salomon & Ludwin
Virginia
$25K – – –
S
473
Sachetta
Massachusetts
$23.2K – – –
IWP
474
IAG Wealth Partners
Wisconsin
$21.3K -$59.6K -656 -74%
Bank of Montreal
475
Bank of Montreal
Ontario, Canada
$18.3K -$1.19M -13,151 -98%
17 18
19
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