We are live on ! Find out more
FTCS icon

First Trust Capital Strength ETF

307 hedge funds and large institutions have $4.74B invested in First Trust Capital Strength ETF in 2021 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 142 increasing their positions, 95 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 95

3% more funds holding in top 10

Funds holding in top 10: 3031 (+1)

7% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 30

1% more capital invested

Capital invested by funds: $4.7B → $4.74B (+$42.3M)

0.65% more ownership

Funds ownership: 57.6%58.25% (+0.65%)

0% less funds holding

Funds holding: 308307 (-1)

Holders
307
Holders Change
-1
Holders Change %
-0.32%
% of All Funds
5.37%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.54%
New
32
Increased
142
Reduced
95
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
51
Financial Advocates Investment Management
Washington
$11.6M +$477K +6,119 +4%
SIG
52
Sargent Investment Group
Maryland
$10.9M +$203K +2,603 +2%
VA
53
Valmark Advisers
Ohio
$10.9M +$451K +5,781 +4%
ECA
54
Elevated Capital Advisors
Utah
$10.8M +$11.2M +144,054 New
TCM
55
Triumph Capital Management
Colorado
$9.96M +$232K +2,971 +2%
GSWM
56
Golden State Wealth Management
California
$9.7M +$646K +8,284 +7%
AWA
57
Arkadios Wealth Advisors
Georgia
$8.88M -$1.42M -18,192 -13%
AFP
58
Ausdal Financial Partners
Iowa
$8.04M -$89.8K -1,152 -1%
MCM
59
MAI Capital Management
Ohio
$7.82M -$284K -3,645 -3%
Barclays
60
Barclays
United Kingdom
$7.8M +$7.66M +98,262 +1,628%
CA
61
Crumly & Associates
Illinois
$7.74M +$97.1K +1,246 +1%
EH
62
Equitable Holdings
New York
$7.69M +$1.11M +14,236 +16%
APWA
63
Atlas Private Wealth Advisors
New Jersey
$7.57M -$145K -1,856 -2%
WEPOG
64
Wealth Enhancement & Preservation of GA
Georgia
$7.45M +$395K +5,063 +5%
PFS
65
Prospera Financial Services
Texas
$7.27M +$134K +1,718 +2%
PFA
66
Plotkin Financial Advisors
Maryland
$7.2M -$390 -5 -0%
RA
67
RiverTree Advisors
Florida
$7.19M -$28.1K -361 -0.4%
WI
68
Wintrust Investments
Illinois
$7.18M -$542K -6,957 -7%
CAG
69
Csenge Advisory Group
Florida
$7.17M -$6.55K -84 -0.3%
OC
70
Oppenheimer & Co
New York
$6.89M +$228K +2,931 +3%
SMF
71
Sterling Manor Financial
New York
$6.8M +$7.08M +90,870 New
GIA
72
Gladstone Institutional Advisory
Florida
$6.8M +$35.5K +455 +0.5%
LNC
73
Lincoln National Corp
Pennsylvania
$6.79M -$14.6M -187,332 -67%
SCA
74
Snowden Capital Advisors
New York
$6.42M +$223K +2,859 +3%
CS
75
Comerica Securities
Michigan
$6.32M +$6.58M +84,459 New

FTCS Hedge Fund Activity: Q3 2021 in Review

307 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in First Trust Capital Strength ETF (FTCS) for Q3 2021, worth a combined $4.74B — up 0.9% from $4.7B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new FTCS positions and 30 closed out — a net gain of 2 holders — while 142 added to existing stakes and 95 trimmed.

The largest buyer was LPL Financial, adding an estimated $55.9M. The largest seller was AE Wealth Management, cutting an estimated $43.1M.

  • 307 institutional investors held First Trust Capital Strength ETF (FTCS) as of Q3 2021, down from 308 in Q2 2021.
  • Funds reported $4.74B of First Trust Capital Strength ETF stock for Q3 2021, up 0.9% quarter-over-quarter.
  • 32 funds opened new First Trust Capital Strength ETF positions in Q3 2021 and 30 closed out, a net change of +2 holders.
  • The largest First Trust Capital Strength ETF buyer in Q3 2021 was LPL Financial, an estimated $55.9M added.
  • The largest First Trust Capital Strength ETF seller in Q3 2021 was AE Wealth Management, an estimated $43.1M sold.

Based on aggregated 13F filings for Q3 2021.