First Trust Capital Strength ETF
FTCS
89 hedge funds and large institutions have $386M invested in First Trust Capital Strength ETF in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 54 increasing their positions, 16 reducing their positions, and 9 closing their positions.
238% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 16
44% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 9
18% more capital invested
Capital invested by funds: $329M → $386M (+$57.7M)
3% more funds holding
Funds holding: 86 → 89 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.64% less ownership
Funds ownership: 42.15% → 41.5% (-0.64%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$16.5M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$8.99M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$7.29M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$7.08M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$6.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$6.68M |
| 2 |
AIM
Advantage Investment Management
Cedar Rapids,
Iowa
|
-$5.64M |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$4.05M |
| 4 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$2.75M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$2.48M |
FTCS Hedge Fund Activity: Q2 2018 in Review
89 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in First Trust Capital Strength ETF (FTCS) for Q2 2018, worth a combined $386M — up 18% from $329M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new FTCS positions and 9 closed out — a net gain of 4 holders — while 54 added to existing stakes and 16 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $16.5M. The largest seller was Mariner Independent Advisor Network, exiting entirely with an estimated $6.68M sold.
- 89 institutional investors held First Trust Capital Strength ETF (FTCS) as of Q2 2018, up from 86 in Q1 2018.
- Funds reported $386M of First Trust Capital Strength ETF stock for Q2 2018, up 18% quarter-over-quarter.
- 13 funds opened new First Trust Capital Strength ETF positions in Q2 2018 and 9 closed out, a net change of +4 holders.
- The largest First Trust Capital Strength ETF buyer in Q2 2018 was Morgan Stanley, an estimated $16.5M added.
- The largest First Trust Capital Strength ETF seller in Q2 2018 was Mariner Independent Advisor Network, an estimated $6.68M sold.
Based on aggregated 13F filings for Q2 2018.