First Trust Capital Strength ETF
FTCS
462 hedge funds and large institutions have $5.99B invested in First Trust Capital Strength ETF in 2023 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 127 increasing their positions, 218 reducing their positions, and 22 closing their positions.
241% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 22
20% more call options, than puts
Call options by funds: $4.88M | Put options by funds: $4.05M
15% more capital invested
Capital invested by funds: $5.2B → $5.99B (+$793M)
12% more funds holding
Funds holding: 413 → 462 (+49)
9.3% more ownership
Funds ownership: 61.87% → 71.17% (+9.3%)
5% less funds holding in top 10
Funds holding in top 10: 44 → 42 (-2)
42% less repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 218
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$515M |
| 2 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$224M |
| 3 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
+$32M |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$29.3M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$8.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$111M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$33.3M |
| 3 |
LPL Financial
San Diego,
California
|
-$18.6M |
| 4 |
KFGK
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
-$17M |
| 5 |
Mariner
Overland Park,
Kansas
|
-$16.8M |
FTCS Hedge Fund Activity: Q4 2023 in Review
462 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in First Trust Capital Strength ETF (FTCS) for Q4 2023, worth a combined $5.99B — up 15% from $5.2B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new FTCS positions and 22 closed out — a net gain of 53 holders — while 127 added to existing stakes and 218 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $515M. The largest seller was Cetera Investment Advisers, cutting an estimated $111M.
- 462 institutional investors held First Trust Capital Strength ETF (FTCS) as of Q4 2023, up from 413 in Q3 2023.
- Funds reported $5.99B of First Trust Capital Strength ETF stock for Q4 2023, up 15% quarter-over-quarter.
- 75 funds opened new First Trust Capital Strength ETF positions in Q4 2023 and 22 closed out, a net change of +53 holders.
- The largest First Trust Capital Strength ETF buyer in Q4 2023 was Morgan Stanley, an estimated $515M added.
- The largest First Trust Capital Strength ETF seller in Q4 2023 was Cetera Investment Advisers, an estimated $111M sold.
Based on aggregated 13F filings for Q4 2023.