First Trust Capital Strength ETF
FTCS
198 hedge funds and large institutions have $1.79B invested in First Trust Capital Strength ETF in 2020 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 100 increasing their positions, 48 reducing their positions, and 25 closing their positions.
108% more repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 48
52% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 25
13% more funds holding in top 10
Funds holding in top 10: 15 → 17 (+2)
5% more funds holding
Funds holding: 188 → 198 (+10)
1.66% more ownership
Funds ownership: 53.81% → 55.48% (+1.7%)
2% less capital invested
Capital invested by funds: $1.82B → $1.79B (-$28M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$67.6M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$34.1M |
| 3 |
HSBC Holdings
London,
United Kingdom
|
+$28.9M |
| 4 |
AFA
American Financial Advisors
Marietta,
Georgia
|
+$20.7M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$19.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EE
EWG Elevate
Roseville,
California
|
-$16.7M |
| 2 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$12M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$10.7M |
| 4 |
WEPOG
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
|
-$7.98M |
| 5 |
IWS
Insight Wealth Strategies
San Ramon,
California
|
-$7.38M |
FTCS Hedge Fund Activity: Q1 2020 in Review
198 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in First Trust Capital Strength ETF (FTCS) for Q1 2020, worth a combined $1.79B — down 1.5% from $1.82B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new FTCS positions and 25 closed out — a net gain of 13 holders — while 100 added to existing stakes and 48 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $67.6M. The largest seller was EWG Elevate, exiting entirely with an estimated $16.7M sold.
- 198 institutional investors held First Trust Capital Strength ETF (FTCS) as of Q1 2020, up from 188 in Q4 2019.
- Funds reported $1.79B of First Trust Capital Strength ETF stock for Q1 2020, down 1.5% quarter-over-quarter.
- 38 funds opened new First Trust Capital Strength ETF positions in Q1 2020 and 25 closed out, a net change of +13 holders.
- The largest First Trust Capital Strength ETF buyer in Q1 2020 was Morgan Stanley, an estimated $67.6M added.
- The largest First Trust Capital Strength ETF seller in Q1 2020 was EWG Elevate, an estimated $16.7M sold.
Based on aggregated 13F filings for Q1 2020.