We are live on ! Find out more
FTCS icon

First Trust Capital Strength ETF

125 hedge funds and large institutions have $970M invested in First Trust Capital Strength ETF in 2019 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 71 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

344% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 16

314% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 7

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

47% more capital invested

Capital invested by funds: $661M → $970M (+$309M)

19% more funds holding

Funds holding: 105125 (+20)

0.11% less ownership

Funds ownership: 48.94%48.82% (-0.11%)

Holders
125
Holders Change
+20
Holders Change %
+19.05%
% of All Funds
2.71%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.11%
New
29
Increased
71
Reduced
16
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
76
Benjamin F. Edwards & Company
Missouri
$657K +$443K +8,537 +236%
Renaissance Technologies
77
Renaissance Technologies
New York
$637K +$612K +11,800 New
APA
78
American Portfolios Advisors
New York
$622K +$415K +7,993 +227%
AI
79
Atria Investments
North Carolina
$614K +$36K +693 +6%
VFA
80
Voya Financial Advisors
Connecticut
$594K +$199K +3,833 +53%
BRWA
81
B. Riley Wealth Advisors
Florida
$591K +$270K +5,205 +91%
AT
82
Arden Trust
Delaware
$506K +$191K +3,681 +65%
MFS
83
Madrona Financial Services
Washington
$496K +$476K +9,180 New
VWA
84
V Wealth Advisors
Kansas
$485K +$20.5K +396 +5%
PFS
85
Prospera Financial Services
Texas
$472K +$146K +2,817 +49%
AFA
86
American Financial Advisors
Georgia
$451K +$434K +8,362 New
NA
87
NewEdge Advisors
Louisiana
$439K +$421K +8,123 New
NFG
88
Next Financial Group
Texas
$414K -$1.03M -19,820 -72%
NFH
89
NEXT Financial Holdings
Texas
$414K +$397K +7,656 New
GWM
90
Geneos Wealth Management
Colorado
$403K +$65.8K +1,269 +20%
MA
91
Mutual Advisors
Nebraska
$396K +$151K +2,916 +66%
Prudential Financial
92
Prudential Financial
New Jersey
$391K -$2.28K -44 -0.6%
RIA
93
Regal Investment Advisors
Michigan
$391K
TF
94
Trek Financial
Arizona
$371K +$356K +6,859 New
SFS
95
Sowell Financial Services
Arkansas
$354K +$23.6K +455 +7%
PAG
96
Private Advisory Group
Washington
$346K
AIP
97
Ahrens Investment Partners
Louisiana
$331K -$245K -4,730 -44%
PWA
98
Peterson Wealth Advisors
Utah
$325K +$934 +18 +0.3%
ASN
99
Advisory Services Network
Georgia
$305K -$9.08K -175 -3%
M&T Bank
100
M&T Bank
New York
$269K +$2.85K +55 +1%

FTCS Hedge Fund Activity: Q1 2019 in Review

125 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in First Trust Capital Strength ETF (FTCS) for Q1 2019, worth a combined $970M — up 47% from $661M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new FTCS positions and 7 closed out — a net gain of 22 holders — while 71 added to existing stakes and 16 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $37.6M. The largest seller was Wells Fargo, cutting an estimated $11.8M.

  • 125 institutional investors held First Trust Capital Strength ETF (FTCS) as of Q1 2019, up from 105 in Q4 2018.
  • Funds reported $970M of First Trust Capital Strength ETF stock for Q1 2019, up 47% quarter-over-quarter.
  • 29 funds opened new First Trust Capital Strength ETF positions in Q1 2019 and 7 closed out, a net change of +22 holders.
  • The largest First Trust Capital Strength ETF buyer in Q1 2019 was Morgan Stanley, an estimated $37.6M added.
  • The largest First Trust Capital Strength ETF seller in Q1 2019 was Wells Fargo, an estimated $11.8M sold.

Based on aggregated 13F filings for Q1 2019.