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First Trust Capital Strength ETF
FTCS

Overview Fund Activity

470 hedge funds and large institutions have $5.6B invested in First Trust Capital Strength ETF in 2024 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 166 increasing their positions, 197 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
+10
Holders Change %
+2.17%
% of All Funds
6.81%
Holding in Top 10
45
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.14%
% of All Funds
0.65%
New
53
Increased
166
Reduced
197
Closed
38
Calls
$4.48M
Puts
$369K
Net Calls
+$4.11M
Net Calls Change
+$3.29M

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$134M
2
CA
Cetera Advisors
Colorado
$74M
3
GAA
Global Assets Advisory
Florida
$17.2M
4
KAS
KPP Advisory Services
Kentucky
$9.13M
5
HPC
Hobart Private Capital
North Carolina
$5.52M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$586M
2
IAIM
International Assets Investment Management
Florida
$3.12M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.56M
4
Wells Fargo
Wells Fargo
California
$325M
5
LPL Financial
LPL Financial
California
$683M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHC
126
First Heartland Consultants
Missouri
$4.95M +$692K +8,080 +16%
TWM
127
Tradition Wealth Management
Minnesota
$4.89M +$174K +2,034 +4%
PWM
128
Purus Wealth Management
California
$4.87M -$77.9K -910 -2%
WC
129
Waterloo Capital
Texas
$4.78M -$22.4K -262 -0.5%
MWS
130
Maxwell Wealth Strategies
California
$4.74M +$289K +3,511 +6%
DAS
131
Dynamic Advisor Solutions
Arizona
$4.73M -$2.22M -25,873 -32%
Citigroup
132
Citigroup
New York
$4.7M +$1.36M +15,865 +41%
OWA
133
ORBA Wealth Advisors
Illinois
$4.58M +$55.4K +647 +1%
AWM
134
Avior Wealth Management
Nebraska
$4.49M -$143K -1,673 -3%
PPWM
135
Paragon Private Wealth Management
Kentucky
$4.37M +$82.1K +959 +2%
CBFP
136
Cedar Brook Financial Partners
Ohio
$4.36M -$166K -1,942 -4%
NFG
137
Nations Financial Group
Iowa
$4.26M +$907K +10,591 +27%
ACA
138
Aptus Capital Advisors
Alabama
$4.15M -$824K -9,626 -17%
TCM
139
Triumph Capital Management
Colorado
$4.15M -$86.2K -1,014 -2%
RJT
140
Raymond James Trust
Florida
$4.13M -$92.4K -1,079 -2%
RBFC
141
Roman Butler Fullerton & Co
Missouri
$4.09M -$105K -1,280 -3%
GWANC
142
Guardian Wealth Advisors (North Carolina)
North Carolina
$4M -$972K -11,348 -20%
PS
143
Principal Securities
Iowa
$3.96M +$768K +8,972 +24%
BC
144
Barrett & Company
Rhode Island
$3.87M +$109K +1,271 +3%
WIA
145
Wetzel Investment Advisors
Indiana
$3.84M +$151K +1,854 +4%
LIG
146
Lokken Investment Group
Delaware
$3.82M +$43.3K +506 +1%
KWM
147
Kaydan Wealth Management
Michigan
$3.82M +$323K +3,775 +9%
Thrivent Financial for Lutherans
148
Thrivent Financial for Lutherans
Minnesota
$3.77M -$497K -5,805 -12%
YDMI
149
Y.D. More Investments
Israel
$3.75M +$695K +8,119 +23%
CFD
150
Creative Financial Designs
Indiana
$3.72M +$170K +1,987 +5%
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