First Trust Capital Strength ETF
FTCS
499 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 64 funds opening new positions, 150 increasing their positions, 216 reducing their positions, and 30 closing their positions.
113% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 30
6% more funds holding
Funds holding: 470 → 499 (+29)
1% more capital invested
Capital invested by funds: $5.17B → $5.2B (+$31.6M)
0.59% more ownership
Funds ownership: 60.18% → 60.77% (+0.59%)
14% less funds holding in top 10
Funds holding in top 10: 35 → 30 (-5)
31% less repeat investments, than reductions
Existing positions increased: 150 | Existing positions reduced: 216
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$271M |
| 2 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
+$18.1M |
| 3 |
HFP
Holistic Financial Partners
Indianapolis,
Indiana
|
+$8.95M |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$7.1M |
| 5 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$6.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$128M |
| 2 |
KIG
Kowal Investment Group
Brookfield,
Wisconsin
|
-$50.5M |
| 3 |
JP Morgan Chase
New York
|
-$48.7M |
| 4 |
Morgan Stanley
New York
|
-$24.6M |
| 5 |
LPL Financial
San Diego,
California
|
-$16.6M |
FTCS Hedge Fund Activity: Q3 2024 in Review
499 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust Capital Strength ETF (FTCS) for Q3 2024, worth a combined $5.2B — up 0.61% from $5.17B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new FTCS positions and 30 closed out — a net gain of 34 holders — while 150 added to existing stakes and 216 trimmed.
The largest buyer was International Assets Investment Management, adding an estimated $271M. The largest seller was Cetera Investment Advisers, exiting entirely with an estimated $128M sold.
- 499 institutional investors held First Trust Capital Strength ETF (FTCS) as of Q3 2024, up from 470 in Q2 2024.
- Funds reported $5.2B of First Trust Capital Strength ETF stock for Q3 2024, up 0.61% quarter-over-quarter.
- 64 funds opened new First Trust Capital Strength ETF positions in Q3 2024 and 30 closed out, a net change of +34 holders.
- The largest First Trust Capital Strength ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $271M added.
- The largest First Trust Capital Strength ETF seller in Q3 2024 was Cetera Investment Advisers, an estimated $128M sold.
Based on aggregated 13F filings for Q3 2024.