FTCS icon

First Trust Capital Strength ETF
FTCS

Overview Fund Activity

532 hedge funds and large institutions have $6.02B invested in First Trust Capital Strength ETF in 2024 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 170 increasing their positions, 205 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
+36
Holders Change %
+7.26%
% of All Funds
7.08%
Holding in Top 10
37
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+23.33%
% of All Funds
0.49%
New
85
Increased
170
Reduced
205
Closed
38
Calls
$10K
Puts
$365K
Net Calls
-$355K
Net Calls Change
-$355K

Top Buyers

1
AAP
Arax Advisory Partners
Colorado
$28.7M
2
IAA
Independent Advisor Alliance
North Carolina
$22M
3
Goldman Sachs
Goldman Sachs
New York
$32.5M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$26.7M
5
LPL Financial
LPL Financial
California
$662M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$3.49M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
$914M
3
PAG
Private Advisor Group
New Jersey
$74.3M
4
Morgan Stanley
Morgan Stanley
New York
$545M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPWM
126
Paragon Private Wealth Management
Kentucky
$4.25M +$20.5K +233 +0.5%
OWA
127
ORBA Wealth Advisors
Illinois
$4.25M -$2.72K -31 -0.1%
BC
128
Barrett & Company
Rhode Island
$4.21M +$118K +1,343 +3%
FTS
129
Fifth Third Securities
Ohio
$4.18M -$920K -10,476 -18%
LIG
130
Lokken Investment Group
Delaware
$4.14M +$128K +1,457 +3%
FSA
131
Financial Services Advisory
Maryland
$4.13M -$39.1K -445 -0.9%
DAS
132
Dynamic Advisor Solutions
Arizona
$4.1M -$110K -1,258 -3%
SEIA
133
Signature Estate & Investment Advisors
California
$4.09M +$4.3K +49 +0.1%
TCM
134
Triumph Capital Management
Colorado
$4.07M -$176 -2 -0%
ACA
135
Aptus Capital Advisors
Alabama
$4.04M +$50.8K +578 +1%
WC
136
Waterloo Capital
Texas
$3.99M -$152K -1,729 -4%
PIA
137
Perennial Investment Advisors
California
$3.99M -$573K -6,526 -13%
OFS
138
OneAscent Financial Services
Alabama
$3.93M +$3.93M +44,742 New
FWP
139
Forefront Wealth Partners
Texas
$3.88M +$3.88M +44,231 New
SH
140
SLT Holdings
Arizona
$3.82M +$3.82M +43,544 New
BAS
141
Brueske Advisory Services
Washington
$3.81M +$3.81M +43,337 New
WIA
142
Wetzel Investment Advisors
Indiana
$3.8M -$90.8K -1,034 -2%
GWANC
143
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.77M -$24.7K -281 -0.7%
PS
144
Principal Securities
Iowa
$3.69M -$264K -3,006 -7%
WW
145
Waterfront Wealth
Kansas
$3.6M +$21.7K +247 +0.6%
SB
146
Strategic Blueprint
Georgia
$3.54M -$40.7K -463 -1%
IAIM
147
International Assets Investment Management
Florida
$3.49M -$270M -3,084,734 -99%
JPMorgan Chase & Co
148
JPMorgan Chase & Co
New York
$3.48M -$37.1K -423 -1%
GSIAS
149
Garden State Investment Advisory Services
New Jersey
$3.44M +$3.44M +15,409 New
EFS
150
Essex Financial Services
Connecticut
$3.41M -$63K -717 -2%
4 5
6
7 8