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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 %
T
526
Transce3nd
Texas
$6.5K +$6.5K +74 New
NS
527
NBC Securities
Alabama
$5.89K -$6.41M -72,841 -100%
EWA
528
EverSource Wealth Advisors
Alabama
$4.48K +$4.48K +51 New
WTFG
529
Wood Tarver Financial Group
Idaho
$4K +$4K +48 New
EAM
530
Eukles Asset Management
Ohio
$2.55K – – –
BCMLT
531
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.39K – – –
CAWM
532
Capital A Wealth Management
Pennsylvania
$1.93K +$1.93K +22 New
HT
533
Headlands Technologies
Illinois
$88 -$24.5K -278 -100%
SIS
534
Sound Income Strategies
Florida
$1 -$1 – –
CAS
535
Coppell Advisory Solutions
Texas
– -$6.9M -76,159 Closed
ECA
536
Elevation Capital Advisory
Oregon
– -$6.53M -71,929 Closed
GS
537
GTS Securities
New York
– -$3.94M -43,373 Closed
OPS
538
Orion Portfolio Solutions
Nebraska
– -$2.91M -32,011 Closed
BCI
539
Brinker Capital Investments
Pennsylvania
– -$2.91M -32,011 Closed
Renaissance Technologies
540
Renaissance Technologies
New York
– -$1.31M -14,400 Closed
AWAG
541
ARS Wealth Advisors Group
Florida
– -$1.18M -12,970 Closed
SWM
542
Spire Wealth Management
Virginia
– -$872K -9,600 Closed
FTDI
543
First Trust Direct Indexing
Massachusetts
– -$870K -9,582 Closed
BIM
544
Bullseye Investment Management
Ohio
– -$638K -6,886 Closed
UAG
545
United Advisor Group
Ohio
– -$385K -4,242 Closed
KBFS
546
Kohmann Bosshard Financial Services
Ohio
– -$369K -4,064 Closed
Prudential Financial
547
Prudential Financial
New Jersey
– -$280K -3,082 Closed
DIM
548
Delta Investment Management
California
– -$266K -2,928 Closed
CL
549
Choreo LLC
Illinois
– -$254K -2,793 Closed
AFG
550
Allegheny Financial Group
Pennsylvania
– -$244K -2,690 Closed
19 20 21
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