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First Trust Capital Strength ETF
FTCS

Overview Fund Activity

411 hedge funds and large institutions have $5.2B invested in First Trust Capital Strength ETF in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 142 increasing their positions, 178 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
-9
Holders Change %
-2.14%
% of All Funds
6.55%
Holding in Top 10
44
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-13.73%
% of All Funds
0.7%
New
39
Increased
142
Reduced
178
Closed
46
Calls
$6.21M
Puts
$5.38M
Net Calls
+$826K
Net Calls Change
+$692K

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
$12.1M
2
NA
NewEdge Advisors
Louisiana
$33.2M
3
FA
Fermata Advisors
California
$9.99M
4
HFP
Holistic Financial Partners
Indiana
$7.18M
5
Citadel Advisors
Citadel Advisors
Florida
$10.2M

Top Sellers

1
PG
Prostatis Group
Maryland
$806K
2
Ameriprise
Ameriprise
Minnesota
$100M
3
Bank of America
Bank of America
North Carolina
$176M
4
BIM
Bullseye Investment Management
Ohio
$297K
5
RJFSA
Raymond James Financial Services Advisors
Florida
$254M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHC
126
First Heartland Consultants
Missouri
$4.49M +$1.87M +25,392 +71%
CBFP
127
Cedar Brook Financial Partners
Ohio
$4.47M -$73.1K -993 -2%
AI
128
Atria Investments
North Carolina
$4.37M +$241K +3,269 +6%
AWM
129
Avior Wealth Management
Nebraska
$4.33M +$148K +2,007 +4%
BAWC
130
Boyce & Associates Wealth Consulting
Texas
$4.33M -$1.35M -18,393 -24%
PWM
131
Purus Wealth Management
California
$4.31M -$40.8K -554 -0.9%
DAS
132
Dynamic Advisor Solutions
Arizona
$4.19M +$4.34K +59 +0.1%
C
133
CEDRUS
Colorado
$4.15M +$999K +13,564 +32%
MI
134
Moneywise Inc
Virginia
$4.05M -$174K -2,361 -4%
AWM
135
Apollon Wealth Management
South Carolina
$4.04M -$2.8M -37,980 -41%
AAS
136
Ameritas Advisory Services
Nebraska
$4.04M +$308K +4,133 +8%
QWM
137
Quaker Wealth Management
New Jersey
$3.98M -$319K -4,329 -7%
BBL
138
Beck Bode LLC
Massachusetts
$3.83M -$96.5K -1,311 -2%
TCM
139
Triumph Capital Management
Colorado
$3.8M +$585K +7,951 +18%
Thrivent Financial for Lutherans
140
Thrivent Financial for Lutherans
Minnesota
$3.79M -$1.27M -17,300 -25%
AssetMark Inc
141
AssetMark Inc
California
$3.78M +$2.1M +28,472 +125%
Goldman Sachs
142
Goldman Sachs
New York
$3.71M -$3.03M -41,202 -45%
RJT
143
Raymond James Trust
Florida
$3.61M +$136K +1,845 +4%
PPWM
144
Paragon Private Wealth Management
Kentucky
$3.55M +$51.8K +704 +1%
BAM
145
Belpointe Asset Management
Nevada
$3.48M -$532K -7,223 -13%
CAM
146
Cozad Asset Management
Illinois
$3.46M -$17.7K -240 -0.5%
CAS
147
Coppell Advisory Solutions
Texas
$3.36M -$2.44M -32,571 -42%
VCM
148
Virtue Capital Management
Tennessee
$3.35M – – –
CFD
149
Creative Financial Designs
Indiana
$3.31M -$117K -1,592 -3%
EFL
150
ERn Financial LLC
Wisconsin
$3.3M -$269K -3,656 -8%
4 5
6
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