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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 %
IWM
151
Iams Wealth Management
Nebraska
$3.38M +$144K +1,636 +4%
FAIM
152
Financial Advocates Investment Management
Washington
$3.37M -$40.1K -457 -1%
JWCA
153
J.W. Cole Advisors
Florida
$3.29M +$37.4K +426 +1%
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$3.25M -$204K -2,324 -6%
BAWC
155
Boyce & Associates Wealth Consulting
Texas
$3.24M -$915K -10,419 -22%
PVI
156
Pine Valley Investments
New Jersey
$3.24M +$39.9K +454 +1%
FFS
157
Forge Financial Services
Oklahoma
$3.23M +$3.23M +35,968 New
CCFM
158
Clear Creek Financial Management
Washington
$3.15M -$22.1K -252 -0.7%
VWA
159
Visionary Wealth Advisors
Illinois
$3.14M +$75.1K +855 +2%
Citadel Advisors
160
Citadel Advisors
Florida
$3.14M -$1.76M -20,081 -36%
PPWM
161
Perissos Private Wealth Management
Oklahoma
$3.09M -$46.2K -526 -1%
Comerica Bank
162
Comerica Bank
Texas
$3.08M -$125K -1,424 -4%
AFP
163
Ausdal Financial Partners
Iowa
$2.98M -$154K -1,759 -5%
DWA
164
Delos Wealth Advisors
Texas
$2.92M +$234K +2,667 +9%
GRP
165
Global Retirement Partners
California
$2.92M +$31.8K +362 +1%
Creative Planning
166
Creative Planning
Kansas
$2.91M -$39.9K -454 -1%
FTUS
167
Flow Traders U.S.
New York
$2.89M +$1.51M +17,178 +109%
CWS
168
Confluence Wealth Services
Pennsylvania
$2.84M +$95.2K +700 +3%
TWM
169
TCFG Wealth Management
California
$2.83M +$10.1K +115 +0.4%
AWA
170
Arete Wealth Advisors
Illinois
$2.79M +$1.59M +18,064 +131%
Bank of New York Mellon
171
Bank of New York Mellon
New York
$2.78M -$3.64M -41,425 -57%
SWTS
172
Stonehaven Wealth & Tax Solutions
Wisconsin
$2.78M +$2.78M +31,651 New
CWM
173
Cornerstone Wealth Management
Missouri
$2.77M -$28K -319 -1%
DWP
174
Daymark Wealth Partners
Ohio
$2.7M +$127K +1,449 +5%
IF
175
Intrua Financial
Texas
$2.66M -$663K -7,545 -20%
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