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First Trust Growth Strength ETF

110 hedge funds and large institutions have $364M invested in First Trust Growth Strength ETF in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 50 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,450% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 2

900% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 5

194% more capital invested

Capital invested by funds: $124M → $364M (+$240M)

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

72% more funds holding

Funds holding: 64110 (+46)

8.82% more ownership

Funds ownership: 71.51%80.33% (+8.8%)

Holders
110
Holders Change
+46
Holders Change %
+71.88%
% of All Funds
1.59%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
51
Increased
50
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$54.5M +$42M +1,399,347 +360%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$20.2M +$14.5M +484,672 +271%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$18.7M +$10M +334,209 +120%
KAS
4
Kestra Advisory Services
Texas
$18.5M +$16.8M +561,729 +1,229%
Stifel Financial
5
Stifel Financial
Missouri
$14.7M +$14.2M +473,669 +5,214%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$13M +$8.42M +280,746 +193%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$12.6M +$5.18M +172,608 +72%
PFS
8
Prospera Financial Services
Texas
$11.7M +$11.5M +385,123 New
RJFSA
9
Raymond James Financial Services Advisors
Florida
$10.7M +$6.73M +224,245 +179%
M1FG
10
Mach-1 Financial Group
Arkansas
$9.83M +$9.65M +321,734 New
SFP
11
Sweet Financial Partners
Minnesota
$9.57M +$30.1K +1,004 +0.3%
PNC
12
Park National Corp
Ohio
$9.45M +$474K +15,804 +5%
KPWS
13
Kestra Private Wealth Services
Texas
$9.06M +$8.91M +296,980 New
RA
14
RiverTree Advisors
Florida
$8.74M -$291K -9,694 -3%
IWC
15
Integrated Wealth Concepts
Massachusetts
$7.6M +$1.45M +48,425 +24%
PIS
16
POM Investment Strategies
North Carolina
$7.23M +$7.11M +236,936 New
KAS
17
KPP Advisory Services
Kentucky
$6.39M +$259K +8,624 +4%
RJA
18
Raymond James & Associates
Florida
$6.04M +$5.19M +173,186 +698%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$5.53M +$5.43M +181,196 New
WEG
20
World Equity Group
Illinois
$5.49M +$5.18M +172,724 +2,418%
HPC
21
Hobart Private Capital
North Carolina
$5.46M +$5.36M +178,856 New
PAG
22
Private Advisor Group
New Jersey
$5.02M +$3.35M +111,795 +212%
WMA
23
West Michigan Advisors
Michigan
$4.77M -$117K -3,905 -2%
SLWA
24
San Luis Wealth Advisors
California
$4.33M +$4.25M +141,849 New
AssetMark Inc
25
AssetMark Inc
California
$4.31M +$4.24M +141,302 New

FTGS Hedge Fund Activity: Q2 2024 in Review

110 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust Growth Strength ETF (FTGS) for Q2 2024, worth a combined $364M — up 194% from $124M a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new FTGS positions and 2 closed out — a net gain of 49 holders — while 50 added to existing stakes and 5 trimmed.

The largest buyer was LPL Financial, adding an estimated $42M. The largest seller was Susquehanna International Group, cutting an estimated $881K.

  • 110 institutional investors held First Trust Growth Strength ETF (FTGS) as of Q2 2024, up from 64 in Q1 2024.
  • Funds reported $364M of First Trust Growth Strength ETF stock for Q2 2024, up 194% quarter-over-quarter.
  • 51 funds opened new First Trust Growth Strength ETF positions in Q2 2024 and 2 closed out, a net change of +49 holders.
  • The largest First Trust Growth Strength ETF buyer in Q2 2024 was LPL Financial, an estimated $42M added.
  • The largest First Trust Growth Strength ETF seller in Q2 2024 was Susquehanna International Group, an estimated $881K sold.

Based on aggregated 13F filings for Q2 2024.