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First Trust Capital Strength ETF

368 hedge funds and large institutions have $5.17B invested in First Trust Capital Strength ETF in 2022 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 170 increasing their positions, 108 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 108

47% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 36

3% more funds holding

Funds holding: 357368 (+11)

0.79% less ownership

Funds ownership: 60.3%59.51% (-0.79%)

6% less funds holding in top 10

Funds holding in top 10: 4946 (-3)

9% less capital invested

Capital invested by funds: $5.69B → $5.17B (-$514M)

Holders
368
Holders Change
+11
Holders Change %
+3.08%
% of All Funds
5.8%
Holding in Top 10
46
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.12%
% of All Funds
0.73%
New
53
Increased
170
Reduced
108
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MIAN
26
Mariner Independent Advisor Network
Kansas
$28M +$2.01M +25,836 +8%
CAN
27
Cetera Advisor Networks
California
$27.1M -$313K -4,022 -1%
WWM
28
Western Wealth Management
Colorado
$23.2M +$10.7M +137,987 +87%
RIA
29
Regal Investment Advisors
Michigan
$23.1M -$1.12M -14,435 -5%
PNC
30
Park National Corp
Ohio
$22.4M +$3.07M +39,534 +16%
AIC
31
Archer Investment Corporation
Indiana
$21.6M +$288K +3,701 +1%
ACA
32
Aptus Capital Advisors
Alabama
$21.2M +$762K +9,797 +4%
AWM
33
AE Wealth Management
Kansas
$21.1M -$60.5M -778,375 -74%
SOS
34
Silver Oak Securities
Tennessee
$21.1M +$21M +269,887 New
PWA
35
PCG Wealth Advisors
Kansas
$20.5M +$1.63M +20,949 +9%
DADC
36
D.A. Davidson & Co
Montana
$20.4M +$1.32M +16,917 +7%
BFEC
37
Benjamin F. Edwards & Company
Missouri
$19.9M +$1.41M +18,146 +8%
GVAG
38
Great Valley Advisor Group
Delaware
$18.1M +$548K +7,048 +3%
IF
39
Intrua Financial
Texas
$17.1M +$4.06M +52,154 +31%
KFGK
40
Keystone Financial Group (Kentucky)
Kentucky
$17.1M +$1.21M +15,519 +8%
FHC
41
First Heartland Consultants
Missouri
$17M -$607K -7,808 -3%
FWM
42
ForthRight Wealth Management
Georgia
$16.8M +$718K +9,235 +5%
PA
43
PFG Advisors
Arizona
$15.9M +$552K +7,095 +4%
SA
44
Scarborough Advisors
Maryland
$15.3M -$544K -6,991 -3%
AAS
45
Avantax Advisory Services
Texas
$14.5M +$1.15M +14,830 +9%
SIG
46
Sargent Investment Group
Maryland
$14.4M +$2.48M +31,907 +21%
TCM
47
Triumph Capital Management
Colorado
$14.3M +$3.18M +40,936 +29%
FAIM
48
Financial Advocates Investment Management
Washington
$14.2M +$361K +4,637 +3%
SPIA
49
Steward Partners Investment Advisory
New York
$14.1M -$1.4M -17,976 -9%
PIA
50
Perennial Investment Advisors
California
$13.6M +$1.04M +13,338 +8%

FTCS Hedge Fund Activity: Q1 2022 in Review

368 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust Capital Strength ETF (FTCS) for Q1 2022, worth a combined $5.17B — down 9% from $5.69B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new FTCS positions and 36 closed out — a net gain of 17 holders — while 170 added to existing stakes and 108 trimmed.

The largest buyer was LPL Financial, adding an estimated $49.6M. The largest seller was AE Wealth Management, cutting an estimated $60.5M.

  • 368 institutional investors held First Trust Capital Strength ETF (FTCS) as of Q1 2022, up from 357 in Q4 2021.
  • Funds reported $5.17B of First Trust Capital Strength ETF stock for Q1 2022, down 9% quarter-over-quarter.
  • 53 funds opened new First Trust Capital Strength ETF positions in Q1 2022 and 36 closed out, a net change of +17 holders.
  • The largest First Trust Capital Strength ETF buyer in Q1 2022 was LPL Financial, an estimated $49.6M added.
  • The largest First Trust Capital Strength ETF seller in Q1 2022 was AE Wealth Management, an estimated $60.5M sold.

Based on aggregated 13F filings for Q1 2022.