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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
7.17%
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
Benjamin Edwards Inc
Missouri
$19.6M
2
HFP
Holistic Financial Partners
Indiana
$9.28M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$12.6M
4
GM
GeoWealth Management
Illinois
$7.56M
5
ECA
Elevation Capital Advisory
Oregon
$6.53M

Top Sellers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$0
2
KIG
Kowal Investment Group
Wisconsin
$3.15M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.63M
4
Morgan Stanley
Morgan Stanley
New York
$582M
5
LPL Financial
LPL Financial
California
$670M
Name Holding Trade Value Shares
Change 		Shares
Change %
OFS
501
OneAscent Financial Services
Alabama
– -$4.46M -53,061 Closed
AA
502
Advisory Alpha
Michigan
– -$4.04M -48,021 Closed
VCM
503
Virtue Capital Management
Tennessee
– -$3.79M -44,206 Closed
SFC
504
Strategic Financial Concepts
Texas
– -$103K -16,451 Closed
FPAS
505
Focus Partners Advisor Solutions
Missouri
– -$646K -7,682 Closed
PWM
506
Prosperity Wealth Management
California
– -$570K -6,785 Closed
VAMG
507
Voisard Asset Management Group
Michigan
– -$487K -5,800 Closed
RL
508
Retireful LLC
Michigan
– -$434K -5,159 Closed
CA
509
Calton & Associates
Florida
– -$401K -4,775 Closed
FCP
510
Fidelis Capital Partners
Florida
– -$392K -4,620 Closed
Millennium Management
511
Millennium Management
New York
– -$383K -4,558 Closed
KHCM
512
Kirtland Hills Capital Management
Ohio
– -$210K -3,338 Closed
CAAS
513
Capital Asset Advisory Services
Michigan
– -$239K -2,859 Closed
D.E. Shaw & Co
514
D.E. Shaw & Co
New York
– -$221K -2,630 Closed
BBA
515
Braun-Bostich & Associates
Pennsylvania
– -$217K -2,582 Closed
RJTCONH
516
Raymond James Trust Company of New Hampshire
New Hampshire
– -$204K -2,428 Closed
MSWM
517
Mowery & Schoenfeld Wealth Management
Illinois
– -$109K -1,296 Closed
CP
518
Camelot Portfolios
Ohio
– -$102K -1,216 Closed
GLR
519
Great Lakes Retirement
Ohio
– -$41.7K -497 Closed
EWA
520
EverSource Wealth Advisors
Alabama
– -$31.8K -365 Closed
KPP
521
Kings Path Partners
Texas
– -$18.8K -224 Closed
EDRH
522
Edmond de Rothschild Holding
Switzerland
– -$15.5K -185 Closed
VAG
523
VisionPoint Advisory Group
Texas
– -$15.1K -180 Closed
CTC
524
Central Trust Company
Missouri
– -$5.46K -65 Closed
CFFP
525
Center for Financial Planning
Michigan
– -$3.95K -47 Closed
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