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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 %
CAG
176
Centerpoint Advisory Group
Kansas
$2.65M +$2.65M +30,186 New
MIM
177
Marshall Investment Management
Colorado
$2.65M +$2.65M +29,190 New
SF
178
Synovus Financial
Georgia
$2.65M +$21.5K +245 +0.8%
CAM
179
Cozad Asset Management
Illinois
$2.64M -$174K -1,981 -6%
TC
180
Truvestments Capital
Florida
$2.63M +$6.32K +72 +0.2%
1W
181
1776 Wealth
Georgia
$2.6M -$89.1K -1,015 -3%
GWM
182
Geneos Wealth Management
Colorado
$2.6M -$178K -2,028 -6%
Qube Research & Technologies (QRT)
183
Qube Research & Technologies (QRT)
United Kingdom
$2.58M +$2.32M +26,386 +869%
AA
184
Advisory Alpha
Michigan
$2.51M +$2.51M +28,560 New
CA
185
Cambridge Advisors
Nebraska
$2.46M -$39.7K -452 -2%
GIA
186
Gladstone Institutional Advisory
Florida
$2.45M -$158K -1,803 -6%
FA
187
Fermata Advisors
California
$2.32M -$2M -22,746 -46%
EF
188
Envision Financial
Wisconsin
$2.32M +$2.32M +26,395 New
SAM
189
Strategy Asset Managers
California
$2.3M -$128K -1,460 -5%
MWS
190
Maxwell Wealth Strategies
California
$2.3M -$27.1K -309 -1%
JIP
191
Jaffetilchin Investment Partners
Florida
$2.29M +$21.3K +242 +0.9%
MSAM
192
Moloney Securities Asset Management
Missouri
$2.24M -$65K -740 -3%
WS
193
Wedbush Securities
California
$2.17M +$394K +4,487 +22%
RA
194
RFG Advisory
Alabama
$2.17M +$120K +1,362 +6%
AWM
195
Apollon Wealth Management
South Carolina
$2.16M -$351 -4 -0%
FWM
196
ForthRight Wealth Management
Georgia
$2.14M -$59.5K -678 -3%
QCIG
197
Quad-Cities Investment Group
Iowa
$2.1M -$48.3K -550 -2%
DC
198
DeDora Capital
California
$2.08M -$133K -1,518 -6%
Fidelity Investments
199
Fidelity Investments
Massachusetts
$2.05M +$151K +1,720 +8%
TWM
200
Trueblood Wealth Management
Ohio
$2.03M +$47.2K +538 +2%
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