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First Trust Capital Strength ETF

527 hedge funds and large institutions have $5.08B invested in First Trust Capital Strength ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 164 increasing their positions, 236 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 35

1% less funds holding

Funds holding: 530527 (-3)

3% less capital invested

Capital invested by funds: $5.26B → $5.08B (-$178M)

2.06% less ownership

Funds ownership: 62.36%60.3% (-2.1%)

8% less funds holding in top 10

Funds holding in top 10: 3835 (-3)

31% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 236

Holders
527
Holders Change
-3
Holders Change %
-0.57%
% of All Funds
6.94%
Holding in Top 10
35
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.89%
% of All Funds
0.46%
New
38
Increased
164
Reduced
236
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$740M +$42.3M +475,255 +6%
Morgan Stanley
2
Morgan Stanley
New York
$541M +$1.31M +14,754 +0.2%
Raymond James Financial
3
Raymond James Financial
Florida
$458M -$27.2M -305,297 -6%
Wells Fargo
4
Wells Fargo
California
$280M -$14.8M -166,113 -5%
Bank of America
5
Bank of America
North Carolina
$156M +$2.23M +25,024 +1%
UBS Group
6
UBS Group
Switzerland
$137M +$2.49M +27,974 +2%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$133M -$390K -4,375 -0.3%
Osaic Holdings
8
Osaic Holdings
Arizona
$113M -$2.46M -27,621 -2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$109M -$5.73M -64,308 -5%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$104M -$4.17M -46,865 -4%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$104M -$23.1M -259,719 -19%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$91M -$4.79M -53,776 -5%
Ameriprise
13
Ameriprise
Minnesota
$88.8M +$2.03M +22,849 +2%
PAG
14
Private Advisor Group
New Jersey
$70.1M -$3.3M -37,032 -5%
Stifel Financial
15
Stifel Financial
Missouri
$61.3M -$2.79M -31,365 -4%
HI
16
Harbour Investments
Wisconsin
$53.4M -$1.38M -15,510 -3%
Truist Financial
17
Truist Financial
North Carolina
$51.9M +$193K +2,171 +0.4%
Jones Financial Companies
18
Jones Financial Companies
Missouri
$50.1M +$11.1M +124,123 +29%
CIA
19
Concurrent Investment Advisors
Florida
$40.2M +$2.21M +24,798 +6%
SOS
20
Silver Oak Securities
Tennessee
$39.1M +$424K +4,767 +1%
KAS
21
Kestra Advisory Services
Texas
$38.8M +$785K +8,817 +2%
PNC
22
Park National Corp
Ohio
$38.5M -$4.28M -48,040 -10%
MML Investors Services
23
MML Investors Services
Massachusetts
$35.8M -$5.93M -66,575 -14%
PIA
24
Pollock Investment Advisors
Michigan
$35.3M -$11.9M -133,620 -26%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$33.5M +$5.9M +66,256 +22%

FTCS Hedge Fund Activity: Q2 2025 in Review

527 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in First Trust Capital Strength ETF (FTCS) for Q2 2025, worth a combined $5.08B — down 3.4% from $5.26B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new FTCS positions and 35 closed out — a net gain of 3 holders — while 164 added to existing stakes and 236 trimmed.

The largest buyer was LPL Financial, adding an estimated $42.3M. The largest seller was Goldman Sachs, cutting an estimated $194M.

  • 527 institutional investors held First Trust Capital Strength ETF (FTCS) as of Q2 2025, down from 530 in Q1 2025.
  • Funds reported $5.08B of First Trust Capital Strength ETF stock for Q2 2025, down 3.4% quarter-over-quarter.
  • 38 funds opened new First Trust Capital Strength ETF positions in Q2 2025 and 35 closed out, a net change of +3 holders.
  • The largest First Trust Capital Strength ETF buyer in Q2 2025 was LPL Financial, an estimated $42.3M added.
  • The largest First Trust Capital Strength ETF seller in Q2 2025 was Goldman Sachs, an estimated $194M sold.

Based on aggregated 13F filings for Q2 2025.