We are live on ! Find out more
FTCS icon

First Trust Capital Strength ETF

198 hedge funds and large institutions have $1.79B invested in First Trust Capital Strength ETF in 2020 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 100 increasing their positions, 48 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 48

52% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 25

13% more funds holding in top 10

Funds holding in top 10: 1517 (+2)

5% more funds holding

Funds holding: 188198 (+10)

1.66% more ownership

Funds ownership: 53.81%55.48% (+1.7%)

2% less capital invested

Capital invested by funds: $1.82B → $1.79B (-$28M)

Holders
198
Holders Change
+10
Holders Change %
+5.32%
% of All Funds
4.36%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.37%
New
38
Increased
100
Reduced
48
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
26
Aptus Capital Advisors
Alabama
$11.4M +$563K +9,749 +4%
1W
27
1776 Wealth
Georgia
$11.4M +$6.37M +110,392 +112%
AWM
28
AE Wealth Management
Kansas
$11.4M +$1.96M +33,937 +17%
AIC
29
Archer Investment Corporation
Indiana
$10M +$1.08M +18,701 +10%
SS
30
Simplicity Solutions
Minnesota
$9.08M +$2.09M +36,153 +25%
WCFA
31
Walkner Condon Financial Advisors
Wisconsin
$8.85M +$1.46M +25,364 +17%
SWAG
32
Spectrum Wealth Advisory Group
California
$8.8M -$264K -4,573 -3%
JFA
33
JNBA Financial Advisors
Minnesota
$7.89M +$405K +7,022 +5%
MFS
34
Madrona Financial Services
Washington
$7.84M +$100K +1,736 +1%
FAAS
35
First Allied Advisory Services
California
$7.84M -$1.89M -32,818 -17%
PNC
36
Park National Corp
Ohio
$7.4M +$2.58M +44,716 +43%
PIA
37
Perennial Investment Advisors
California
$7.35M +$2.85M +49,351 +50%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$7.27M -$741K -12,848 -8%
LNC
39
Lincoln National Corp
Pennsylvania
$7.18M +$1.99M +34,482 +31%
SF
40
Synovus Financial
Georgia
$7.06M +$8M +138,632 +3,967%
SPC
41
Sigma Planning Corp
Michigan
$6.5M +$2.21M +38,362 +42%
WI
42
Wintrust Investments
Illinois
$5.88M +$224K +3,877 +3%
FAIM
43
Financial Advocates Investment Management
Washington
$5.77M +$3.18M +55,052 +90%
CS
44
Comerica Securities
Michigan
$5.44M +$1.59M +27,518 +34%
SPIA
45
Steward Partners Investment Advisory
New York
$5.29M -$225K -3,905 -4%
WWM
46
Western Wealth Management
Colorado
$5.19M +$467K +8,091 +8%
BFEC
47
Benjamin F. Edwards & Company
Missouri
$5.18M +$372K +6,448 +7%
GSWM
48
Golden State Wealth Management
California
$4.87M +$5.65M +97,978 New
DADC
49
D.A. Davidson & Co
Montana
$4.86M +$579K +10,035 +11%
VBFG
50
Vishria Bird Financial Group
Tennessee
$4.76M +$5.53M +95,874 New

FTCS Hedge Fund Activity: Q1 2020 in Review

198 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in First Trust Capital Strength ETF (FTCS) for Q1 2020, worth a combined $1.79B — down 1.5% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new FTCS positions and 25 closed out — a net gain of 13 holders — while 100 added to existing stakes and 48 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $67.6M. The largest seller was EWG Elevate, exiting entirely with an estimated $16.7M sold.

  • 198 institutional investors held First Trust Capital Strength ETF (FTCS) as of Q1 2020, up from 188 in Q4 2019.
  • Funds reported $1.79B of First Trust Capital Strength ETF stock for Q1 2020, down 1.5% quarter-over-quarter.
  • 38 funds opened new First Trust Capital Strength ETF positions in Q1 2020 and 25 closed out, a net change of +13 holders.
  • The largest First Trust Capital Strength ETF buyer in Q1 2020 was Morgan Stanley, an estimated $67.6M added.
  • The largest First Trust Capital Strength ETF seller in Q1 2020 was EWG Elevate, an estimated $16.7M sold.

Based on aggregated 13F filings for Q1 2020.