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First Trust Growth Strength ETF
FTGS

64 hedge funds and large institutions have $124M invested in First Trust Growth Strength ETF in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 19 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

975% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 4

850% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 2

156% more funds holding

Funds holding: 25 → 64 (+39)

105% more capital invested

Capital invested by funds: $60.5M → $124M (+$63.5M)

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

20.19% less ownership

Funds ownership: 91.7% → 71.51% (-20%)

Holders
64
Holders Change
+39
Holders Change %
+156%
% of All Funds
0.92%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
43
Increased
19
Reduced
2
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$11.2M
2
SFP
Sweet Financial Partners
Minnesota
+$8.99M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.58M
4
KAS
KPP Advisory Services
Kentucky
+$5.78M
5
IWC
Integrated Wealth Concepts
Massachusetts
+$5.77M

Top Sellers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
-$25.7M
2
SCA
Snowden Capital Advisors
New York
-$1.67M
3
WEG
World Equity Group
Illinois
-$868K
4
Citadel Advisors
Citadel Advisors
Florida
-$818K
5
UBS Group
UBS Group
Switzerland
-$57.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
26
AE Wealth Management
Kansas
$1M -$25.7M -894,472 -96%
HA
27
Herold Advisors
New York
$896K +$29.2K +1,014 +4%
OMC
28
Old Mission Capital
Illinois
$868K +$813K +28,273 New
EIA
29
Eldridge Investment Advisors
New Hampshire
$853K +$799K +27,773 New
RJA
30
Raymond James & Associates
Florida
$762K +$714K +24,812 New
ASN
31
Advisory Services Network
Georgia
$733K +$687K +23,872 New
AWS
32
Atria Wealth Solutions
New York
$656K +$614K +21,357 New
IA
33
IFG Advisory
Georgia
$650K +$609K +21,181 New
IW
34
Imprint Wealth
South Carolina
$590K +$553K +19,208 New
Envestnet Portfolio Solutions
35
Envestnet Portfolio Solutions
Illinois
$572K +$536K +18,619 New
NW
36
NewEdge Wealth
Pennsylvania
$525K +$522K +18,138 New
OFS
37
OneAscent Financial Services
Alabama
$497K +$465K +16,174 New
GLA
38
Good Life Advisors
Pennsylvania
$474K +$444K +15,419 New
JIP
39
Jaffetilchin Investment Partners
Florida
$470K +$440K +15,299 New
BCI
40
Brinker Capital Investments
Pennsylvania
$420K +$123K +4,265 +45%
OPS
41
Orion Portfolio Solutions
Nebraska
$420K +$123K +4,265 +45%
WWM
42
Western Wealth Management
Colorado
$393K +$368K +12,800 New
IGWM
43
ICA Group Wealth Management
Colorado
$350K +$328K +11,388 New
IFG
44
Independent Financial Group
California
$311K +$292K +10,136 New
ZIMP
45
Zimmermann Investment Management & Planning
Pennsylvania
$308K +$288K +10,016 New
CFGS
46
Concourse Financial Group Securities
Alabama
$308K +$112K +3,899 +64%
BFEC
47
Benjamin F. Edwards & Company
Missouri
$304K +$285K +9,903 New
BIA
48
Barry Investment Advisors
Massachusetts
$293K +$274K +9,543 New
Stifel Financial
49
Stifel Financial
Missouri
$279K +$261K +9,085 New
IAIM
50
International Assets Investment Management
Florida
$264K +$247K +8,591 New
1
2
3

FTGS Hedge Fund Activity: Q1 2024 in Review

64 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Trust Growth Strength ETF (FTGS) for Q1 2024, worth a combined $124M — up 105% from $60.5M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new FTGS positions and 4 closed out — a net gain of 39 holders — while 19 added to existing stakes and 2 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $11.2M. The largest seller was AE Wealth Management, cutting an estimated $25.7M.

  • 64 institutional investors held First Trust Growth Strength ETF (FTGS) as of Q1 2024, up from 25 in Q4 2023.
  • Funds reported $124M of First Trust Growth Strength ETF stock for Q1 2024, up 105% quarter-over-quarter.
  • 43 funds opened new First Trust Growth Strength ETF positions in Q1 2024 and 4 closed out, a net change of +39 holders.
  • The largest First Trust Growth Strength ETF buyer in Q1 2024 was LPL Financial, an estimated $11.2M added.
  • The largest First Trust Growth Strength ETF seller in Q1 2024 was AE Wealth Management, an estimated $25.7M sold.

Based on aggregated 13F filings for Q1 2024.