First Trust Capital Strength ETF
FTCS
539 hedge funds and large institutions have $5.15B invested in First Trust Capital Strength ETF in 2024 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 172 increasing their positions, 206 reducing their positions, and 39 closing their positions.
128% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 39
31% more funds holding in top 10
Funds holding in top 10: 29 → 38 (+9)
8% more funds holding
Funds holding: 500 → 539 (+39)
2.28% more ownership
Funds ownership: 57.66% → 59.95% (+2.3%)
1% less capital invested
Capital invested by funds: $5.21B → $5.15B (-$54.3M)
17% less repeat investments, than reductions
Existing positions increased: 172 | Existing positions reduced: 206
97% less call options, than puts
Call options by funds: $10K | Put options by funds: $365K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
+$28.2M |
| 2 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$22.3M |
| 3 |
Goldman Sachs
New York
|
+$19.7M |
| 4 |
HCA
Heck Capital Advisors
Rhinelander,
Wisconsin
|
+$17.7M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$15.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$22.6M |
| 2 |
Morgan Stanley
New York
|
-$18.3M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$17.1M |
| 4 |
SPG
Strategic Planning Group
Bountiful,
Utah
|
-$11.3M |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$10.4M |
FTCS Hedge Fund Activity: Q4 2024 in Review
539 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in First Trust Capital Strength ETF (FTCS) for Q4 2024, worth a combined $5.15B — down 1% from $5.21B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new FTCS positions and 39 closed out — a net gain of 50 holders — while 172 added to existing stakes and 206 trimmed.
The largest buyer was Arax Advisory Partners, adding an estimated $28.2M. The largest seller was Private Advisor Group, cutting an estimated $22.6M.
- 539 institutional investors held First Trust Capital Strength ETF (FTCS) as of Q4 2024, up from 500 in Q3 2024.
- Funds reported $5.15B of First Trust Capital Strength ETF stock for Q4 2024, down 1% quarter-over-quarter.
- 89 funds opened new First Trust Capital Strength ETF positions in Q4 2024 and 39 closed out, a net change of +50 holders.
- The largest First Trust Capital Strength ETF buyer in Q4 2024 was Arax Advisory Partners, an estimated $28.2M added.
- The largest First Trust Capital Strength ETF seller in Q4 2024 was Private Advisor Group, an estimated $22.6M sold.
Based on aggregated 13F filings for Q4 2024.