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First Trust Capital Strength ETF

368 hedge funds and large institutions have $5.17B invested in First Trust Capital Strength ETF in 2022 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 170 increasing their positions, 108 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 108

47% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 36

3% more funds holding

Funds holding: 357368 (+11)

0.79% less ownership

Funds ownership: 60.3%59.51% (-0.79%)

6% less funds holding in top 10

Funds holding in top 10: 4946 (-3)

9% less capital invested

Capital invested by funds: $5.69B → $5.17B (-$514M)

Holders
368
Holders Change
+11
Holders Change %
+3.08%
% of All Funds
5.8%
Holding in Top 10
46
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.12%
% of All Funds
0.73%
New
53
Increased
170
Reduced
108
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAWC
51
Boyce & Associates Wealth Consulting
Texas
$13.3M +$13.3M +170,621 New
NA
52
NewEdge Advisors
Louisiana
$13.3M +$4.54M +58,451 +53%
VA
53
Valmark Advisers
Ohio
$12.6M +$497K +6,386 +4%
ECA
54
Elevated Capital Advisors
Utah
$11.5M +$11.5M +147,338 New
B
55
Bensler
Washington
$11M +$10.9M +140,514 New
GSWM
56
Golden State Wealth Management
California
$11M +$463K +5,949 +4%
SPC
57
Sigma Planning Corp
Michigan
$10.9M +$63.7K +819 +0.6%
JFA
58
JNBA Financial Advisors
Minnesota
$10.8M -$4.57M -58,826 -30%
EH
59
Equitable Holdings
New York
$10.7M +$177K +2,271 +2%
IA
60
IFP Advisors
Florida
$10.3M +$16.6M +214,122 +326%
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$9.51M +$2.94M +37,783 +45%
IF
62
Integrity Financial
Wyoming
$9.45M -$53.9K -693 -0.6%
SWM
63
Shelton Wealth Management
Texas
$9.44M -$463K -5,954 -5%
LWAC
64
Laurel Wealth Advisors (California)
California
$9.13M +$4.8M +61,726 +112%
FPWM
65
FSB Premier Wealth Management
Iowa
$9.09M +$3.2M +41,112 +52%
RA
66
RiverTree Advisors
Florida
$8.99M +$1.54M +19,856 +21%
DWM
67
Darwin Wealth Management
Florida
$8.98M -$1.63M -20,912 -15%
AFP
68
Ausdal Financial Partners
Iowa
$8.76M +$8.71M +111,961 New
SG
69
StoneX Group
New York
$8.71M -$621K -7,987 -7%
PFS
70
Prospera Financial Services
Texas
$8.42M +$431K +5,548 +5%
LNC
71
Lincoln National Corp
Pennsylvania
$8.24M +$385K +4,956 +5%
WEPOG
72
Wealth Enhancement & Preservation of GA
Georgia
$8.17M +$212K +2,726 +3%
SI
73
Saxon Interests
Texas
$8.06M +$765K +9,844 +11%
AWA
74
Arkadios Wealth Advisors
Georgia
$8M +$1.1M +14,127 +16%
OC
75
Oppenheimer & Co
New York
$7.99M +$398K +5,120 +5%

FTCS Hedge Fund Activity: Q1 2022 in Review

368 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust Capital Strength ETF (FTCS) for Q1 2022, worth a combined $5.17B — down 9% from $5.69B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new FTCS positions and 36 closed out — a net gain of 17 holders — while 170 added to existing stakes and 108 trimmed.

The largest buyer was LPL Financial, adding an estimated $49.6M. The largest seller was AE Wealth Management, cutting an estimated $60.5M.

  • 368 institutional investors held First Trust Capital Strength ETF (FTCS) as of Q1 2022, up from 357 in Q4 2021.
  • Funds reported $5.17B of First Trust Capital Strength ETF stock for Q1 2022, down 9% quarter-over-quarter.
  • 53 funds opened new First Trust Capital Strength ETF positions in Q1 2022 and 36 closed out, a net change of +17 holders.
  • The largest First Trust Capital Strength ETF buyer in Q1 2022 was LPL Financial, an estimated $49.6M added.
  • The largest First Trust Capital Strength ETF seller in Q1 2022 was AE Wealth Management, an estimated $60.5M sold.

Based on aggregated 13F filings for Q1 2022.