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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 %
FAIM
151
Financial Advocates Investment Management
Washington
$3.7M -$590K -6,890 -14%
KWA
152
Kingswood Wealth Advisors
California
$3.66M +$149K +1,740 +4%
VCM
153
Virtue Capital Management
Tennessee
$3.66M +$2.23K +27 +0.1%
EFL
154
ERn Financial LLC
Wisconsin
$3.49M -$240K -2,798 -6%
VWA
155
Visionary Wealth Advisors
Illinois
$3.45M +$219K +2,553 +7%
SAM
156
Secure Asset Management
Michigan
$3.44M -$32.1K -375 -0.9%
PAG
157
Private Advisory Group
Washington
$3.43M +$2.14M +24,995 +166%
EFS
158
Essex Financial Services
Connecticut
$3.43M -$47.4K -553 -1%
IWM
159
Iams Wealth Management
Nebraska
$3.41M +$38.1K +454 +1%
BAM
160
Belpointe Asset Management
Nevada
$3.35M -$498K -5,816 -13%
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$3.34M +$415K +4,850 +14%
Comerica Bank
162
Comerica Bank
Texas
$3.29M +$33.1K +387 +1%
BBL
163
Beck Bode LLC
Massachusetts
$3.23M -$720K -8,401 -18%
WW
164
Waterfront Wealth
Kansas
$3.23M -$88.2K -1,071 -3%
FWM
165
ForthRight Wealth Management
Georgia
$3.14M -$48.6K -567 -2%
IAIM
166
International Assets Investment Management
Florida
$3.12M -$251M -2,949,389 -99%
PPWM
167
Perissos Private Wealth Management
Oklahoma
$3.1M +$3.1M +36,144 New
MI
168
Moneywise Inc
Virginia
$3.09M -$1.03M -12,021 -25%
JWCA
169
J.W. Cole Advisors
Florida
$3.07M -$25.5K -298 -0.8%
P
170
&Partners
Tennessee
$3.04M +$3.04M +35,479 New
CAM
171
Cozad Asset Management
Illinois
$3.03M -$422K -4,932 -12%
BWA
172
BlueChip Wealth Advisors
Georgia
$3.02M +$11.2K +131 +0.4%
PVI
173
Pine Valley Investments
New Jersey
$2.98M -$287K -3,346 -9%
CWM
174
Cornerstone Wealth Management
Missouri
$2.89M -$32.2K -376 -1%
GIA
175
Gladstone Institutional Advisory
Florida
$2.85M -$392K -4,571 -12%
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