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First Trust Growth Strength ETF
FTGS

25 hedge funds and large institutions have $60.5M invested in First Trust Growth Strength ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 1

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

253% more capital invested

Capital invested by funds: $17.1M → $60.5M (+$43.4M)

56% more funds holding

Funds holding: 16 → 25 (+9)

15.91% more ownership

Funds ownership: 75.79% → 91.7% (+16%)

Holders
25
Holders Change
+9
Holders Change %
+56.25%
% of All Funds
0.36%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
11
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
+$23.2M
2
RA
RiverTree Advisors
Florida
+$7.24M
3
PNC
Park National Corp
Ohio
+$1.44M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.23M
5
SF
Synovus Financial
Georgia
+$1.06M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$1.08M
2
AA
Advisory Alpha
Michigan
-$594K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$39.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1
AE Wealth Management
Kansas
$25.8M +$23.2M +927,038 New
PNC
2
Park National Corp
Ohio
$7.92M +$1.44M +57,592 +25%
RA
3
RiverTree Advisors
Florida
$7.89M +$7.24M +289,843 New
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.16M -$39.3K -1,571 -1%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$3.08M +$376K +15,045 +15%
SCA
6
Snowden Capital Advisors
New York
$1.67M +$6.67K +267 +0.4%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.34M +$1.23M +49,300 New
SF
8
Synovus Financial
Georgia
$1.16M +$1.06M +42,429 New
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$1.14M +$305K +12,190 +41%
WEG
10
World Equity Group
Illinois
$1.02M +$933K +37,331 New
KAS
11
Kestra Advisory Services
Texas
$986K +$905K +36,204 New
Osaic Holdings
12
Osaic Holdings
Arizona
$978K +$120K +4,798 +15%
Citadel Advisors
13
Citadel Advisors
Florida
$818K +$5.75K +230 +0.8%
HA
14
Herold Advisors
New York
$767K +$105K +4,194 +18%
KFA
15
Kapstone Financial Advisors
Ohio
$603K +$538K +21,540 New
WMA
16
West Michigan Advisors
Michigan
$579K +$532K +21,274 New
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$474K +$114K +4,560 +36%
BCI
18
Brinker Capital Investments
Pennsylvania
$253K +$235K +9,422 New
OPS
19
Orion Portfolio Solutions
Nebraska
$253K +$235K +9,422 New
HI
20
Harbour Investments
Wisconsin
$250K +$46.1K +1,844 +25%
CFGS
21
Concourse Financial Group Securities
Alabama
$167K +$153K +6,115 New
DFA
22
DHJJ Financial Advisors
Illinois
$103K +$25 +1 +0%
UBS Group
23
UBS Group
Switzerland
$57.7K +$52.7K +2,108 +19,164%
ACA
24
Aptus Capital Advisors
Alabama
$10K – – –
GWANC
25
Guardian Wealth Advisors (North Carolina)
North Carolina
$10K – – –
1
2

FTGS Hedge Fund Activity: Q4 2023 in Review

25 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in First Trust Growth Strength ETF (FTGS) for Q4 2023, worth a combined $60.5M — up 253% from $17.1M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FTGS positions and 2 closed out — a net gain of 9 holders — while 11 added to existing stakes and 1 trimmed.

The largest buyer was AE Wealth Management, opening a new position worth an estimated $23.2M. The largest seller was Goldman Sachs, exiting entirely with an estimated $1.08M sold.

  • 25 institutional investors held First Trust Growth Strength ETF (FTGS) as of Q4 2023, up from 16 in Q3 2023.
  • Funds reported $60.5M of First Trust Growth Strength ETF stock for Q4 2023, up 253% quarter-over-quarter.
  • 11 funds opened new First Trust Growth Strength ETF positions in Q4 2023 and 2 closed out, a net change of +9 holders.
  • The largest First Trust Growth Strength ETF buyer in Q4 2023 was AE Wealth Management, an estimated $23.2M added.
  • The largest First Trust Growth Strength ETF seller in Q4 2023 was Goldman Sachs, an estimated $1.08M sold.

Based on aggregated 13F filings for Q4 2023.