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First Trust Capital Strength ETF

527 hedge funds and large institutions have $5.08B invested in First Trust Capital Strength ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 164 increasing their positions, 236 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 35

1% less funds holding

Funds holding: 530527 (-3)

3% less capital invested

Capital invested by funds: $5.26B → $5.08B (-$178M)

2.06% less ownership

Funds ownership: 62.36%60.3% (-2.1%)

8% less funds holding in top 10

Funds holding in top 10: 3835 (-3)

31% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 236

Holders
527
Holders Change
-3
Holders Change %
-0.57%
% of All Funds
6.94%
Holding in Top 10
35
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.89%
% of All Funds
0.46%
New
38
Increased
164
Reduced
236
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFA
26
American Financial Advisors
Georgia
$33.5M -$655K -7,360 -2%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$30.3M +$2.58M +28,986 +10%
IA
28
IFG Advisory
Georgia
$29.8M +$46.3K +520 +0.2%
AIC
29
Archer Investment Corporation
Indiana
$29.8M +$514K +5,768 +2%
VAS
30
Vestmark Advisory Solutions
Massachusetts
$29.3M +$12.7M +142,229 +79%
GWA
31
Gratus Wealth Advisors
Virginia
$26.8M -$88.1K -989 -0.3%
DADC
32
D.A. Davidson & Co
Montana
$25.2M +$142K +1,596 +0.6%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$24.6M -$9.58M -107,538 -28%
AAP
34
Arax Advisory Partners
Colorado
$24.3M +$3.88M +43,628 +20%
BAWM
35
Bennett Associates Wealth Management
Pennsylvania
$23.6M -$32.9K -370 -0.1%
RIA
36
Regal Investment Advisors
Michigan
$23.5M +$53.2K +597 +0.2%
NA
37
NewEdge Advisors
Louisiana
$22.1M -$3.03M -34,031 -17%
SA
38
Scarborough Advisors
Maryland
$21.9M +$1.2M +13,466 +6%
PFS
39
Prospera Financial Services
Texas
$21.2M +$298K +3,352 +1%
HCA
40
Heck Capital Advisors
Wisconsin
$21M +$2.81M +31,579 +16%
HSA
41
HBK Sorce Advisory
Pennsylvania
$20.1M +$79.7K +895 +0.4%
AAS
42
Avantax Advisory Services
Texas
$17.6M -$4.46M -50,098 -21%
EPIME
43
Evelyn Partners Investment Management (Europe)
$17.5M -$315K -3,534 -2%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$16.3M +$1.56M +17,546 +11%
Mariner
45
Mariner
Kansas
$16.1M +$1.46M +16,431 +10%
SWGC
46
Summit Wealth Group (Colorado)
Colorado
$15.8M +$15.5M +174,147 New
SIG
47
Sargent Investment Group
Maryland
$14.8M -$436K -4,901 -3%
EA
48
Ergawealth Advisors
Illinois
$14.6M -$957K -10,746 -6%
OC
49
Oppenheimer & Co
New York
$14.6M +$215K +2,413 +2%
IRC
50
Investors Research Corp
Georgia
$14.5M +$1.09M +12,188 +8%

FTCS Hedge Fund Activity: Q2 2025 in Review

527 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in First Trust Capital Strength ETF (FTCS) for Q2 2025, worth a combined $5.08B — down 3.4% from $5.26B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new FTCS positions and 35 closed out — a net gain of 3 holders — while 164 added to existing stakes and 236 trimmed.

The largest buyer was LPL Financial, adding an estimated $42.3M. The largest seller was Goldman Sachs, cutting an estimated $194M.

  • 527 institutional investors held First Trust Capital Strength ETF (FTCS) as of Q2 2025, down from 530 in Q1 2025.
  • Funds reported $5.08B of First Trust Capital Strength ETF stock for Q2 2025, down 3.4% quarter-over-quarter.
  • 38 funds opened new First Trust Capital Strength ETF positions in Q2 2025 and 35 closed out, a net change of +3 holders.
  • The largest First Trust Capital Strength ETF buyer in Q2 2025 was LPL Financial, an estimated $42.3M added.
  • The largest First Trust Capital Strength ETF seller in Q2 2025 was Goldman Sachs, an estimated $194M sold.

Based on aggregated 13F filings for Q2 2025.