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First Trust Capital Strength ETF

527 hedge funds and large institutions have $5.08B invested in First Trust Capital Strength ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 164 increasing their positions, 236 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 35

1% less funds holding

Funds holding: 530527 (-3)

3% less capital invested

Capital invested by funds: $5.26B → $5.08B (-$178M)

2.06% less ownership

Funds ownership: 62.36%60.3% (-2.1%)

8% less funds holding in top 10

Funds holding in top 10: 3835 (-3)

31% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 236

Holders
527
Holders Change
-3
Holders Change %
-0.57%
% of All Funds
6.94%
Holding in Top 10
35
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.89%
% of All Funds
0.46%
New
38
Increased
164
Reduced
236
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFS
151
Forge Financial Services
Oklahoma
$3.13M +$2.14K +24 +0.1%
BAWC
152
Boyce & Associates Wealth Consulting
Texas
$3.09M -$140K -1,572 -4%
PPWM
153
Perissos Private Wealth Management
Oklahoma
$3.07M +$2.23K +25 +0.1%
Fidelity Investments
154
Fidelity Investments
Massachusetts
$2.97M +$287K +3,226 +11%
CCFM
155
Clear Creek Financial Management
Washington
$2.93M +$144K +1,613 +5%
DWP
156
Daymark Wealth Partners
Ohio
$2.92M +$110K +1,234 +4%
IA
157
IFP Advisors
Florida
$2.89M -$986K -11,071 -26%
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$2.88M -$362K -4,068 -11%
DWA
159
Delos Wealth Advisors
Texas
$2.83M -$190K -2,129 -6%
RIS
160
Richmond Investment Services
Wisconsin
$2.79M +$1.21M +13,614 +79%
SG
161
StoneX Group
New York
$2.7M -$2.26M -25,402 -46%
GRP
162
Global Retirement Partners
California
$2.68M +$2.63M +29,527 New
CAM
163
Cozad Asset Management
Illinois
$2.68M -$4.54K -51 -0.2%
1W
164
1776 Wealth
Georgia
$2.68M -$4.63K -52 -0.2%
CAG
165
Centerpoint Advisory Group
Kansas
$2.66M -$17.8K -200 -0.7%
CWM
166
Cornerstone Wealth Management
Missouri
$2.65M -$5.34K -60 -0.2%
BRWA
167
B. Riley Wealth Advisors
Florida
$2.64M +$2.59M +29,052 New
GIA
168
Gladstone Institutional Advisory
Florida
$2.64M +$40.9K +459 +2%
OWA
169
ORBA Wealth Advisors
Illinois
$2.64M -$2.37M -26,582 -48%
WIA
170
Wetzel Investment Advisors
Indiana
$2.64M -$986K -11,077 -28%
PS
171
Principal Securities
Iowa
$2.63M -$1.16M -13,062 -31%
JP Morgan Chase
172
JP Morgan Chase
New York
$2.56M -$1.1M -12,323 -30%
AFP
173
Ausdal Financial Partners
Iowa
$2.54M -$225K -2,531 -8%
IF
174
Intrua Financial
Texas
$2.54M -$105K -1,178 -4%
JIP
175
Jaffetilchin Investment Partners
Florida
$2.45M +$43.3K +486 +2%

FTCS Hedge Fund Activity: Q2 2025 in Review

527 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in First Trust Capital Strength ETF (FTCS) for Q2 2025, worth a combined $5.08B — down 3.4% from $5.26B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new FTCS positions and 35 closed out — a net gain of 3 holders — while 164 added to existing stakes and 236 trimmed.

The largest buyer was LPL Financial, adding an estimated $42.3M. The largest seller was Goldman Sachs, cutting an estimated $194M.

  • 527 institutional investors held First Trust Capital Strength ETF (FTCS) as of Q2 2025, down from 530 in Q1 2025.
  • Funds reported $5.08B of First Trust Capital Strength ETF stock for Q2 2025, down 3.4% quarter-over-quarter.
  • 38 funds opened new First Trust Capital Strength ETF positions in Q2 2025 and 35 closed out, a net change of +3 holders.
  • The largest First Trust Capital Strength ETF buyer in Q2 2025 was LPL Financial, an estimated $42.3M added.
  • The largest First Trust Capital Strength ETF seller in Q2 2025 was Goldman Sachs, an estimated $194M sold.

Based on aggregated 13F filings for Q2 2025.