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First Trust Capital Strength ETF

530 hedge funds and large institutions have $5.26B invested in First Trust Capital Strength ETF in 2025 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 140 increasing their positions, 261 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 42

2.62% more ownership

Funds ownership: 59.74%62.36% (+2.6%)

0% more funds holding in top 10

Funds holding in top 10: 3838 (0)

1% less funds holding

Funds holding: 538530 (-8)

13% less capital invested

Capital invested by funds: $6.05B → $5.26B (-$789M)

46% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 261

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $415K

Holders
530
Holders Change
-8
Holders Change %
-1.49%
% of All Funds
7.11%
Holding in Top 10
38
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.51%
New
49
Increased
140
Reduced
261
Closed
42
Calls
Puts
$415K
Net Calls
-$415K
Net Calls Change
-$60K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$687M +$10.9M +121,726 +2%
Morgan Stanley
2
Morgan Stanley
New York
$532M -$24.3M -271,820 -4%
Raymond James Financial
3
Raymond James Financial
Florida
$479M -$25.2M -281,646 -5%
Wells Fargo
4
Wells Fargo
California
$291M -$20.8M -232,351 -7%
Goldman Sachs
5
Goldman Sachs
New York
$200M +$167M +1,864,116 +503%
Bank of America
6
Bank of America
North Carolina
$151M -$2.29M -25,661 -1%
UBS Group
7
UBS Group
Switzerland
$133M -$11.4M -127,385 -8%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$131M +$131M +1,466,900 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$126M -$10.7M -120,045 -8%
Osaic Holdings
10
Osaic Holdings
Arizona
$114M +$8.63M +96,598 +8%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$113M -$13.2M -147,222 -10%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$106M -$10.8M -120,831 -9%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$94.5M -$4.21M -47,176 -4%
Ameriprise
14
Ameriprise
Minnesota
$85.5M -$6.58M -73,641 -7%
PAG
15
Private Advisor Group
New Jersey
$72.5M -$3.34M -37,430 -4%
Stifel Financial
16
Stifel Financial
Missouri
$63.3M -$15.5M -173,184 -20%
HI
17
Harbour Investments
Wisconsin
$54.1M -$1.55M -17,379 -3%
Truist Financial
18
Truist Financial
North Carolina
$51M -$8.45M -94,548 -14%
PIA
19
Pollock Investment Advisors
Michigan
$46.8M -$2.54M -28,474 -5%
PNC
20
Park National Corp
Ohio
$42.3M -$872K -9,762 -2%
MML Investors Services
21
MML Investors Services
Massachusetts
$41.2M +$1.94M +21,674 +5%
Jones Financial Companies
22
Jones Financial Companies
Missouri
$38.1M +$16.4M +183,074 +74%
SOS
23
Silver Oak Securities
Tennessee
$37.7M -$515K -5,765 -1%
KAS
24
Kestra Advisory Services
Texas
$37.5M -$7.72M -86,461 -17%
CIA
25
Concurrent Investment Advisors
Florida
$37.4M +$4.22M +47,238 +13%

FTCS Hedge Fund Activity: Q1 2025 in Review

530 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in First Trust Capital Strength ETF (FTCS) for Q1 2025, worth a combined $5.26B — down 13% from $6.05B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new FTCS positions and 42 closed out — a net gain of 7 holders — while 140 added to existing stakes and 261 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $167M. The largest seller was Raymond James Financial, cutting an estimated $25.2M.

  • 530 institutional investors held First Trust Capital Strength ETF (FTCS) as of Q1 2025, down from 538 in Q4 2024.
  • Funds reported $5.26B of First Trust Capital Strength ETF stock for Q1 2025, down 13% quarter-over-quarter.
  • 49 funds opened new First Trust Capital Strength ETF positions in Q1 2025 and 42 closed out, a net change of +7 holders.
  • The largest First Trust Capital Strength ETF buyer in Q1 2025 was Goldman Sachs, an estimated $167M added.
  • The largest First Trust Capital Strength ETF seller in Q1 2025 was Raymond James Financial, an estimated $25.2M sold.

Based on aggregated 13F filings for Q1 2025.