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First Trust Capital Strength ETF
FTCS

Overview Fund Activity

420 hedge funds and large institutions have $5.42B invested in First Trust Capital Strength ETF in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 154 increasing their positions, 176 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
+20
Holders Change %
+5%
% of All Funds
6.62%
Holding in Top 10
51
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-13.56%
% of All Funds
0.8%
New
51
Increased
154
Reduced
176
Closed
26
Calls
$11.4M
Puts
$11.3M
Net Calls
+$134K
Net Calls Change
-$3.64M

Top Buyers

1
MML Investors Services
MML Investors Services
Massachusetts
$41.7M
2
LPL Financial
LPL Financial
California
$656M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$20.5M
4
BIM
Bullseye Investment Management
Ohio
$18.6M
5
VAS
Vestmark Advisory Solutions
Massachusetts
$22.9M

Top Sellers

1
SOS
Silver Oak Securities
Tennessee
$0
2
GLR
Great Lakes Retirement
Ohio
$0
3
KAS
Kestra Advisory Services
Texas
$41M
4
AFS
Axiom Financial Strategies
Indiana
$7.72M
5
RJA
Raymond James & Associates
Florida
$217M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
151
Secure Asset Management
Michigan
$3.13M +$183K +2,441 +6%
CFCI
152
Comprehensive Financial Consultants Institutional
Indiana
$3.11M -$79.2K -1,049 -2%
EFS
153
Essex Financial Services
Connecticut
$3.05M +$55.4K +738 +2%
WW
154
Waterfront Wealth
Kansas
$3.02M -$112K -1,455 -4%
BC
155
Barrett & Company
Rhode Island
$3.01M +$60K +799 +2%
GCP
156
GSA Capital Partners
United Kingdom
$2.99M +$132K +1,760 +5%
Susquehanna International Group
157
Susquehanna International Group
Pennsylvania
$2.98M +$2.37M +31,560 +386%
CWM
158
Concentrum Wealth Management
California
$2.94M +$504K +6,717 +21%
JPMPWA
159
J.P. Morgan Private Wealth Advisors
California
$2.94M -$655K -8,726 -18%
FWM
160
ForthRight Wealth Management
Georgia
$2.93M -$6.21M -82,653 -68%
GIA
161
Gladstone Institutional Advisory
Florida
$2.91M +$299K +3,985 +11%
DWM
162
Darwin Wealth Management
Florida
$2.87M -$185K -2,471 -6%
KWM
163
Kaydan Wealth Management
Michigan
$2.86M +$210K +2,796 +8%
CWM
164
Cornerstone Wealth Management
Missouri
$2.86M -$861K -11,463 -23%
BPA
165
Beacon Pointe Advisors
California
$2.83M +$199K +2,657 +8%
KWM
166
Kingsview Wealth Management
Oregon
$2.76M +$288K +3,837 +12%
PSCM
167
Per Stirling Capital Management
Texas
$2.74M -$60.1K -800 -2%
FHC
168
First Heartland Consultants
Missouri
$2.67M +$702K +9,349 +36%
SFPG
169
Stonebridge Financial Planning Group
Florida
$2.65M -$2.75M -36,575 -51%
PVI
170
Pine Valley Investments
New Jersey
$2.6M +$54.7K +729 +2%
Carson Wealth (CWM LLC)
171
Carson Wealth (CWM LLC)
Nebraska
$2.6M -$928K -12,357 -26%
CA
172
Cambridge Advisors
Nebraska
$2.59M -$30.4K -405 -1%
1W
173
1776 Wealth
Georgia
$2.52M -$318K -4,233 -11%
CIG
174
Cascade Investment Group
Colorado
$2.5M -$315K -4,200 -11%
JWCA
175
J.W. Cole Advisors
Florida
$2.5M -$65.3K -870 -3%
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