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First Trust Capital Strength ETF

368 hedge funds and large institutions have $5.17B invested in First Trust Capital Strength ETF in 2022 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 170 increasing their positions, 108 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 108

47% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 36

3% more funds holding

Funds holding: 357368 (+11)

0.79% less ownership

Funds ownership: 60.3%59.51% (-0.79%)

6% less funds holding in top 10

Funds holding in top 10: 4946 (-3)

9% less capital invested

Capital invested by funds: $5.69B → $5.17B (-$514M)

Holders
368
Holders Change
+11
Holders Change %
+3.08%
% of All Funds
5.8%
Holding in Top 10
46
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.12%
% of All Funds
0.73%
New
53
Increased
170
Reduced
108
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
201
EPG Wealth Management
Georgia
$1.04M +$37.5K +482 +4%
AWAP
202
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.04M +$370K +4,754 +56%
IAP
203
Indie Asset Partners
Indiana
$1.03M +$21.4K +275 +2%
TPW
204
TL Private Wealth
Texas
$1.03M +$2.57K +33 +0.2%
VWA
205
V Wealth Advisors
Kansas
$1.02M +$56.2K +723 +6%
TLFA
206
True Link Financial Advisors
California
$994K +$989K +12,714 New
Creative Planning
207
Creative Planning
Kansas
$985K +$979K +12,591 New
BEI
208
Benjamin Edwards Inc
Missouri
$944K +$24.8K +319 +3%
MHS
209
M Holdings Securities
Oregon
$939K +$933K +12,003 New
WWM
210
Wolff Wiese Magana
California
$935K +$90.2K +1,160 +11%
EP
211
Eudaimonia Partners
Tennessee
$910K +$905K +11,637 New
Prudential Financial
212
Prudential Financial
New Jersey
$905K +$20.9K +269 +2%
JCM
213
Jacobi Capital Management
Pennsylvania
$854K +$11.6K +149 +1%
ORC
214
O'Rourke & Company
Massachusetts
$843K -$28.8K -370 -3%
KA
215
Kovack Advisors
Florida
$829K -$165K -2,127 -17%
CA
216
Continuum Advisory
Idaho
$819K +$146K +1,882 +20%
SWAG
217
Spectrum Wealth Advisory Group
California
$817K -$138K -1,775 -15%
WDC
218
Woodward Diversified Capital
California
$809K -$165K -2,116 -17%
PFA
219
Pinnacle Family Advisors
Missouri
$797K +$70.3K +904 +10%
CRI
220
Colonial River Investments
Virginia
$789K -$321K -4,131 -29%
SW
221
Solidarity Wealth
Utah
$777K +$778K +10,010 New
MP
222
McDonald Partners
Ohio
$747K +$743K +9,550 New
SMC
223
Smith, Moore & Co
Missouri
$730K +$29.7K +382 +4%
Mercer Global Advisors
224
Mercer Global Advisors
Colorado
$729K -$88.3K -1,135 -11%
CCFM
225
Clear Creek Financial Management
Washington
$727K -$7.23K -93 -1%

FTCS Hedge Fund Activity: Q1 2022 in Review

368 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust Capital Strength ETF (FTCS) for Q1 2022, worth a combined $5.17B — down 9% from $5.69B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new FTCS positions and 36 closed out — a net gain of 17 holders — while 170 added to existing stakes and 108 trimmed.

The largest buyer was LPL Financial, adding an estimated $49.6M. The largest seller was AE Wealth Management, cutting an estimated $60.5M.

  • 368 institutional investors held First Trust Capital Strength ETF (FTCS) as of Q1 2022, up from 357 in Q4 2021.
  • Funds reported $5.17B of First Trust Capital Strength ETF stock for Q1 2022, down 9% quarter-over-quarter.
  • 53 funds opened new First Trust Capital Strength ETF positions in Q1 2022 and 36 closed out, a net change of +17 holders.
  • The largest First Trust Capital Strength ETF buyer in Q1 2022 was LPL Financial, an estimated $49.6M added.
  • The largest First Trust Capital Strength ETF seller in Q1 2022 was AE Wealth Management, an estimated $60.5M sold.

Based on aggregated 13F filings for Q1 2022.