FTCS icon

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 %
CIA
26
Concurrent Investment Advisors
Florida
$32.5M +$1.83M +20,843 +6%
DADC
27
D.A. Davidson & Co
Montana
$30.8M +$1.35M +15,419 +5%
SWP
28
Stratos Wealth Partners
Ohio
$30.1M -$1.48M -16,865 -5%
IA
29
IFG Advisory
Georgia
$28.8M -$1.14M -12,961 -4%
AAP
30
Arax Advisory Partners
Colorado
$28.7M +$27.2M +309,338 +1,793%
AIC
31
Archer Investment Corporation
Indiana
$27.6M +$958K +10,908 +4%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$26.7M +$14.9M +169,652 +126%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$26.6M +$2.11M +23,991 +9%
GWA
34
Gratus Wealth Advisors
Virginia
$25.2M +$1.03M +11,696 +4%
AWS
35
Atria Wealth Solutions
New York
$24.7M -$1.48M -16,836 -6%
AAS
36
Avantax Advisory Services
Texas
$22.8M -$77.6K -884 -0.3%
BAWM
37
Bennett Associates Wealth Management
Pennsylvania
$22.4M -$1.63M -18,603 -7%
IAA
38
Independent Advisor Alliance
North Carolina
$22M +$21.6M +245,441 +5,064%
Jones Financial Companies
39
Jones Financial Companies
Missouri
$21.7M +$9.56M +108,804 +78%
RIA
40
Regal Investment Advisors
Michigan
$21.6M +$1.28M +14,614 +6%
PFS
41
Prospera Financial Services
Texas
$21M -$3.37M -38,373 -14%
SA
42
Scarborough Advisors
Maryland
$19.5M +$1.17M +13,353 +6%
BEI
43
Benjamin Edwards Inc
Missouri
$18.9M -$70.6K -804 -0.4%
HSA
44
HBK Sorce Advisory
Pennsylvania
$18.4M -$49.7K -566 -0.3%
VAS
45
Vestmark Advisory Solutions
Massachusetts
$18.1M +$146K +1,668 +0.8%
HCA
46
Heck Capital Advisors
Wisconsin
$17.7M -$918K -10,455 -5%
EA
47
Ergawealth Advisors
Illinois
$16.9M -$1.03M -11,681 -6%
NA
48
NewEdge Advisors
Louisiana
$15.2M +$3.91M +44,540 +35%
KPWS
49
Kestra Private Wealth Services
Texas
$15.2M -$1.36M -15,541 -8%
VA
50
Valmark Advisers
Ohio
$15.1M +$268K +3,049 +2%
1
2
3 4 5