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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
1
Arax Advisory Partners
Colorado
$28.7M
2
IAA
2
Independent Advisor Alliance
North Carolina
$22M
3
Goldman Sachs
3
Goldman Sachs
New York
$32.5M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$26.7M
5
LPL Financial
5
LPL Financial
California
$662M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$3.49M
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$914M
3
PAG
3
Private Advisor Group
New Jersey
$74.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$545M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
LI
451
LVZ Inc
Michigan
$209K +$4.39K +50 +2%
D.E. Shaw & Co
452
D.E. Shaw & Co
New York
$208K +$208K +2,374 New
CWS
453
Cypress Wealth Services
California
$208K – – –
TSMHT
454
Thurston Springer Miller Herd & Titak
Indiana
$203K +$52.1K +592 +34%
GT
455
Greenleaf Trust
Michigan
$203K – – –
PFGIA
456
Patriot Financial Group Insurance Agency
Massachusetts
$202K -$875K -9,964 -81%
MCM
457
Mendel Capital Management
Arkansas
$202K -$64.1K -730 -24%
MFA
458
Mayflower Financial Advisors
Massachusetts
$201K – – –
FIM
459
FWL Investment Management
Texas
$196K – – –
GM
460
GeoWealth Management
Illinois
$194K -$7.12M -81,045 -97%
BTI
461
Blue Trust Inc
Georgia
$185K +$178K +2,023 +2,594%
TAM
462
Tucker Asset Management
Colorado
$174K +$44.3K +504 +34%
LC
463
Luminist Capital
Michigan
$174K +$174K +1,977 New
RWPA
464
Richard W. Paul & Associates
Michigan
$170K +$88 +1 +0.1%
PWS
465
Peterson Wealth Services
Utah
$142K – – –
CA
466
CoreCap Advisors
Michigan
$137K -$2.55K -29 -2%
T
467
Tidemark
California
$135K +$263 +3 +0.2%
TPCW
468
TD Private Client Wealth
New York
$133K +$82.6K +940 +163%
MIFH
469
Migdal Insurance & Financial Holdings
Israel
$120K -$119K -1,360 -50%
TIM
470
Thompson Investment Management
Wisconsin
$116K +$116K +1,325 New
OA
471
Operose Advisors
Wisconsin
$104K +$439 +5 +0.4%
PB
472
Pinnacle Bancorp
Nebraska
$104K – – –
CFB
473
Cullen/Frost Bankers
Texas
$101K – – –
JFA
474
JNBA Financial Advisors
Minnesota
$101K -$59.6K -679 -37%
Russell Investments Group
475
Russell Investments Group
United Kingdom
$99.5K +$1.05K +12 +1%
17 18
19
20 21