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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
7.17%
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
Benjamin Edwards Inc
Missouri
$19.6M
2
HFP
Holistic Financial Partners
Indiana
$9.28M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$12.6M
4
GM
GeoWealth Management
Illinois
$7.56M
5
ECA
Elevation Capital Advisory
Oregon
$6.53M

Top Sellers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$0
2
KIG
Kowal Investment Group
Wisconsin
$3.15M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.63M
4
Morgan Stanley
Morgan Stanley
New York
$582M
5
LPL Financial
LPL Financial
California
$670M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
176
Darwin Wealth Management
Florida
$2.45M +$2.45M +26,999 New
MSAM
177
Moloney Securities Asset Management
Missouri
$2.39M -$41K -452 -2%
MWS
178
Maxwell Wealth Strategies
California
$2.39M -$2.8M -31,085 -54%
JIP
179
Jaffetilchin Investment Partners
Florida
$2.34M +$9.99K +110 +0.4%
DC
180
DeDora Capital
California
$2.29M +$2.29M +25,173 New
FWM
181
ForthRight Wealth Management
Georgia
$2.28M -$478K -5,269 -17%
ASN
182
Advisory Services Network
Georgia
$2.25M – – –
AWM
183
Apollon Wealth Management
South Carolina
$2.23M -$276K -3,039 -11%
BWA
184
BlueChip Wealth Advisors
Georgia
$2.22M -$462K -5,093 -17%
QCIG
185
Quad-Cities Investment Group
Iowa
$2.22M -$42.8K -471 -2%
PAS
186
Park Avenue Securities
New York
$2.18M -$152K -1,678 -7%
BBL
187
Beck Bode LLC
Massachusetts
$2.16M -$768K -8,459 -26%
RCAG
188
Rehmann Capital Advisory Group
Michigan
$2.14M +$25.9K +285 +1%
RA
189
RFG Advisory
Alabama
$2.12M +$23.9K +263 +1%
SAM
190
SignalPoint Asset Management
Missouri
$2.09M -$668K -7,368 -24%
TWM
191
Trueblood Wealth Management
Ohio
$2.05M +$203K +2,236 +11%
CCA
192
Cottonwood Capital Advisors
Utah
$2.02M +$2.02M +22,217 New
CIAS
193
Capital Investment Advisory Services
North Carolina
$2.02M +$56.9K +627 +3%
MOS
194
MGO One Seven
Ohio
$1.99M -$145K -1,600 -7%
Fidelity Investments
195
Fidelity Investments
Massachusetts
$1.96M +$319K +3,508 +19%
KFA
196
Kapstone Financial Advisors
Ohio
$1.95M -$3.99K -44 -0.2%
MI
197
Moneywise Inc
Virginia
$1.93M -$795K -8,759 -29%
TPWA
198
Twin Peaks Wealth Advisors
California
$1.9M -$271K -2,982 -12%
NW
199
NewEdge Wealth
Pennsylvania
$1.84M +$1.84M +20,283 New
WS
200
Wedbush Securities
California
$1.84M +$200K +2,204 +12%
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