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First Trust Capital Strength ETF
FTCS

Overview Fund Activity

496 hedge funds and large institutions have $5.2B invested in First Trust Capital Strength ETF in 2024 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 148 increasing their positions, 214 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
496
Holders Change
+30
Holders Change %
+6.44%
% of All Funds
7.18%
Holding in Top 10
30
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-14.29%
% of All Funds
0.43%
New
65
Increased
148
Reduced
214
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BEI
1
Benjamin Edwards Inc
Missouri
$19.6M
2
HFP
2
Holistic Financial Partners
Indiana
$9.28M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$12.6M
4
GM
4
GeoWealth Management
Illinois
$7.56M
5
ECA
5
Elevation Capital Advisory
Oregon
$6.53M

Top Sellers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$0
2
KIG
2
Kowal Investment Group
Wisconsin
$3.15M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$3.63M
4
Morgan Stanley
4
Morgan Stanley
New York
$582M
5
LPL Financial
5
LPL Financial
California
$670M
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
151
Comerica Bank
Texas
$3.31M -$51.5K -567 -2%
CCFM
152
Clear Creek Financial Management
Washington
$3.28M +$37.3K +411 +1%
PPWM
153
Perissos Private Wealth Management
Oklahoma
$3.24M -$16.1K -177 -0.5%
AFP
154
Ausdal Financial Partners
Iowa
$3.24M -$7.72M -85,069 -70%
VWA
155
Visionary Wealth Advisors
Illinois
$3.17M +$35.3K +389 +1%
KIG
156
Kowal Investment Group
Wisconsin
$3.15M -$52.3M -575,869 -94%
Creative Planning
157
Creative Planning
Kansas
$3.05M +$42.4K +467 +1%
EFL
158
ERn Financial LLC
Wisconsin
$3M -$71.2K -784 -2%
GRP
159
Global Retirement Partners
California
$2.99M +$64.8K +714 +2%
Susquehanna International Group
160
Susquehanna International Group
Pennsylvania
$2.93M +$335K +3,689 +13%
TWM
161
TCFG Wealth Management
California
$2.91M +$2.91M +32,087 New
OPS
162
Orion Portfolio Solutions
Nebraska
$2.91M +$327K +3,602 +13%
BCI
163
Brinker Capital Investments
Pennsylvania
$2.91M +$327K +3,602 +13%
CAM
164
Cozad Asset Management
Illinois
$2.91M -$163K -1,793 -5%
CWM
165
Cornerstone Wealth Management
Missouri
$2.89M -$121K -1,328 -4%
GWM
166
Geneos Wealth Management
Colorado
$2.87M -$19.7K -217 -0.7%
1W
167
1776 Wealth
Georgia
$2.79M -$168K -1,847 -6%
DWA
168
Delos Wealth Advisors
Texas
$2.78M +$169K +1,860 +6%
SF
169
Synovus Financial
Georgia
$2.72M +$125K +1,372 +5%
TC
170
Truvestments Capital
Florida
$2.71M +$2.71M +29,886 New
GIA
171
Gladstone Institutional Advisory
Florida
$2.7M -$12K -132 -0.4%
DWP
172
Daymark Wealth Partners
Ohio
$2.66M +$203K +2,234 +8%
CA
173
Cambridge Advisors
Nebraska
$2.59M -$85.7K -944 -3%
SAM
174
Strategy Asset Managers
California
$2.52M -$155K -1,703 -6%
PFA
175
Pinnacle Family Advisors
Missouri
$2.48M +$850K +9,363 +52%
5 6
7
8 9