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First Trust Capital Strength ETF

527 hedge funds and large institutions have $5.08B invested in First Trust Capital Strength ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 164 increasing their positions, 236 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 35

1% less funds holding

Funds holding: 530527 (-3)

3% less capital invested

Capital invested by funds: $5.26B → $5.08B (-$178M)

2.06% less ownership

Funds ownership: 62.36%60.3% (-2.1%)

8% less funds holding in top 10

Funds holding in top 10: 3835 (-3)

31% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 236

Holders
527
Holders Change
-3
Holders Change %
-0.57%
% of All Funds
6.94%
Holding in Top 10
35
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.89%
% of All Funds
0.46%
New
38
Increased
164
Reduced
236
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AW
101
Atlas Wealth
Ohio
$5.38M +$635K +7,134 +14%
IWM
102
IHT Wealth Management
Illinois
$5.33M -$176K -1,972 -3%
FIA
103
Foundations Investment Advisors
Arizona
$5.33M +$621K +6,972 +13%
BWP
104
Bernardo Wealth Planning
Pennsylvania
$5.31M +$5.2M +58,431 New
YDMI
105
Y.D. More Investments
Israel
$5.31M +$370K +4,155 +8%
FWP
106
Forefront Wealth Partners
Texas
$5.22M +$1.55M +17,438 +42%
IA
107
Intellus Advisors
Florida
$5.21M +$71.1K +798 +1%
SWM
108
Shelton Wealth Management
Texas
$5.18M -$41.7K -468 -0.8%
SPC
109
Sigma Planning Corp
Michigan
$5.08M -$1.72M -19,289 -26%
KWA
110
Kingswood Wealth Advisors
California
$5.07M +$207K +2,328 +4%
Wealth Enhancement Advisory Services
111
Wealth Enhancement Advisory Services
Minnesota
$5.06M -$22.4K -252 -0.5%
MCM
112
MAI Capital Management
Ohio
$5.01M -$107K -1,197 -2%
AAS
113
Ameritas Advisory Services
Nebraska
$4.95M -$596K -6,689 -11%
Goldman Sachs
114
Goldman Sachs
New York
$4.86M -$194M -2,181,092 -98%
GWM
115
Geneos Wealth Management
Colorado
$4.82M -$2.98M -33,486 -39%
Envestnet Portfolio Solutions
116
Envestnet Portfolio Solutions
Illinois
$4.76M -$1.54M -17,339 -25%
TWM
117
Tradition Wealth Management
Minnesota
$4.73M +$9.62K +108 +0.2%
AWM
118
AE Wealth Management
Kansas
$4.67M -$3.46M -38,876 -43%
AWM
119
Avior Wealth Management
Nebraska
$4.58M -$141K -1,588 -3%
FPWM
120
FSB Premier Wealth Management
Iowa
$4.57M -$914K -10,262 -17%
TCM
121
Triumph Capital Management
Colorado
$4.5M +$237K +2,657 +6%
IFG
122
Independent Financial Group
California
$4.49M -$129K -1,445 -3%
BC
123
Barrett & Company
Rhode Island
$4.39M +$33K +371 +0.8%
LIG
124
Lokken Investment Group
Delaware
$4.33M -$115K -1,295 -3%
JWCA
125
J.W. Cole Advisors
Florida
$4.31M +$177K +1,984 +4%

FTCS Hedge Fund Activity: Q2 2025 in Review

527 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in First Trust Capital Strength ETF (FTCS) for Q2 2025, worth a combined $5.08B — down 3.4% from $5.26B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new FTCS positions and 35 closed out — a net gain of 3 holders — while 164 added to existing stakes and 236 trimmed.

The largest buyer was LPL Financial, adding an estimated $42.3M. The largest seller was Goldman Sachs, cutting an estimated $194M.

  • 527 institutional investors held First Trust Capital Strength ETF (FTCS) as of Q2 2025, down from 530 in Q1 2025.
  • Funds reported $5.08B of First Trust Capital Strength ETF stock for Q2 2025, down 3.4% quarter-over-quarter.
  • 38 funds opened new First Trust Capital Strength ETF positions in Q2 2025 and 35 closed out, a net change of +3 holders.
  • The largest First Trust Capital Strength ETF buyer in Q2 2025 was LPL Financial, an estimated $42.3M added.
  • The largest First Trust Capital Strength ETF seller in Q2 2025 was Goldman Sachs, an estimated $194M sold.

Based on aggregated 13F filings for Q2 2025.