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First Trust Growth Strength ETF

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: 2564 (+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: 12 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$11.9M +$11.2M +388,510 New
SFP
2
Sweet Financial Partners
Minnesota
$9.6M +$8.99M +312,616 New
RA
3
RiverTree Advisors
Florida
$9.09M +$177K +6,162 +2%
PNC
4
Park National Corp
Ohio
$9.03M +$83.3K +2,895 +1%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$8.54M +$6.58M +228,707 +464%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$7.38M +$3.66M +127,295 +113%
KAS
7
KPP Advisory Services
Kentucky
$6.17M +$5.78M +200,803 New
IWC
8
Integrated Wealth Concepts
Massachusetts
$6.16M +$5.77M +200,567 New
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$5.5M +$3.94M +136,951 +326%
WMA
10
West Michigan Advisors
Michigan
$4.92M +$4M +139,004 +653%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$4.46M +$836K +29,057 +25%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$3.84M +$3.6M +125,128 New
HI
13
Harbour Investments
Wisconsin
$3.81M +$3.3M +114,770 +1,248%
CAN
14
Cetera Advisor Networks
California
$2.69M +$2.52M +87,441 New
Jane Street
15
Jane Street
New York
$2.46M +$2.3M +80,039 New
PAG
16
Private Advisor Group
New Jersey
$1.62M +$1.51M +52,618 New
SAM
17
Secure Asset Management
Michigan
$1.56M +$1.46M +50,902 New
Osaic Holdings
18
Osaic Holdings
Arizona
$1.55M +$421K +14,641 +41%
OBWG
19
Onyx Bridge Wealth Group
New York
$1.47M +$1.43M +49,865 New
SF
20
Synovus Financial
Georgia
$1.42M +$111K +3,854 +9%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$1.42M +$1.33M +46,187 New
KAS
22
Kestra Advisory Services
Texas
$1.4M +$274K +9,514 +26%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.19M +$616K +21,432 +123%
CA
24
Cetera Advisors
Colorado
$1.12M +$1.05M +36,579 New
KFA
25
Kapstone Financial Advisors
Ohio
$1.03M +$346K +12,021 +56%

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.