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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
7.18%
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
1
Benjamin Edwards Inc
Missouri
$19.6M
2
HFP
2
Holistic Financial Partners
Indiana
$9.28M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$12.6M
4
GM
4
GeoWealth Management
Illinois
$7.56M
5
ECA
5
Elevation Capital Advisory
Oregon
$6.53M

Top Sellers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$0
2
KIG
2
Kowal Investment Group
Wisconsin
$3.15M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$3.63M
4
Morgan Stanley
4
Morgan Stanley
New York
$582M
5
LPL Financial
5
LPL Financial
California
$670M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
26
IFG Advisory
Georgia
$31M -$1.04M -11,490 -3%
DADC
27
D.A. Davidson & Co
Montana
$30.5M -$97.9K -1,078 -0.3%
AIC
28
Archer Investment Corporation
Indiana
$27.6M +$855K +9,416 +3%
AWS
29
Atria Wealth Solutions
New York
$27.1M -$298K -3,285 -1%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$25.3M +$23K +253 +0.1%
PFS
31
Prospera Financial Services
Texas
$25.2M -$2.69M -29,627 -10%
BAWM
32
Bennett Associates Wealth Management
Pennsylvania
$24.9M +$752K +8,285 +3%
GWA
33
Gratus Wealth Advisors
Virginia
$24.6M +$720K +8,042 +3%
AAS
34
Avantax Advisory Services
Texas
$23.6M -$2.24M -24,722 -9%
RIA
35
Regal Investment Advisors
Michigan
$21M +$491K +5,404 +2%
BEI
36
Benjamin Edwards Inc
Missouri
$19.6M +$18.8M +206,936 +2,428%
HCA
37
Heck Capital Advisors
Wisconsin
$19.3M -$591K -6,510 -3%
HSA
38
HBK Sorce Advisory
Pennsylvania
$19M -$517K -5,698 -3%
SA
39
Scarborough Advisors
Maryland
$18.9M +$561K +6,181 +3%
VAS
40
Vestmark Advisory Solutions
Massachusetts
$18.6M -$270K -2,977 -1%
EA
41
Ergawealth Advisors
Illinois
$18.5M +$199K +2,190 +1%
AFG
42
ABLE Financial Group
Arizona
$17.9M -$1.24M -13,693 -6%
KPWS
43
Kestra Private Wealth Services
Texas
$17.1M -$333K -3,668 -2%
Mariner
44
Mariner
Kansas
$16.9M -$1.18M -13,008 -7%
SIG
45
Sargent Investment Group
Maryland
$15.4M +$2.12M +23,395 +16%
VA
46
Valmark Advisers
Ohio
$15.3M +$347K +3,825 +2%
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$14.9M +$150K +1,655 +1%
WWM
48
Western Wealth Management
Colorado
$14.7M -$2.31M -25,451 -14%
WCFA
49
Walkner Condon Financial Advisors
Wisconsin
$14.2M -$420K -4,625 -3%
Goldman Sachs
50
Goldman Sachs
New York
$13.9M +$3.85M +42,357 +38%
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