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First Trust Growth Strength ETF

157 hedge funds and large institutions have $752M invested in First Trust Growth Strength ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 79 increasing their positions, 50 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

58% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 50

22% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 18

11% more capital invested

Capital invested by funds: $676M → $752M (+$76.2M)

1% less funds holding

Funds holding: 158157 (-1)

1.91% less ownership

Funds ownership: 77.56%75.65% (-1.9%)

Holders
157
Holders Change
-1
Holders Change %
-0.63%
% of All Funds
2.11%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.09%
New
22
Increased
79
Reduced
50
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$130M +$17.3M +551,873 +14%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$37M +$7.3M +232,668 +23%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$36.6M -$7.08M -225,478 -16%
Raymond James Financial
4
Raymond James Financial
Florida
$35.5M +$6.53M +208,037 +21%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$33.6M +$5.68M +180,948 +19%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$28.7M +$8.07M +257,082 +36%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$23.3M -$3.49M -111,193 -12%
KAS
8
Kestra Advisory Services
Texas
$19.8M -$55.2K -1,759 -0.3%
Morgan Stanley
9
Morgan Stanley
New York
$18.6M +$7.01M +223,382 +56%
Osaic Holdings
10
Osaic Holdings
Arizona
$18.1M +$5.46M +173,828 +40%
IWC
11
Integrated Wealth Concepts
Massachusetts
$14.8M +$3.28M +104,556 +27%
ODFS
12
O'Donnell Financial Services
California
$14.5M +$2.01M +64,086 +15%
Stifel Financial
13
Stifel Financial
Missouri
$13.9M +$297K +9,474 +2%
TAP
14
Tounjian Advisory Partners
Florida
$13.8M +$14.5M +462,896 New
PFS
15
Prospera Financial Services
Texas
$13.6M -$493K -15,713 -3%
M1FG
16
Mach-1 Financial Group
Arkansas
$13.5M +$13.3M +423,786 +1,438%
HPC
17
Hobart Private Capital
North Carolina
$12.6M +$7.01M +223,449 +112%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$12M +$6.61M +210,723 +109%
AssetMark Inc
19
AssetMark Inc
California
$10.7M -$2.62M -83,578 -19%
PNC
20
Park National Corp
Ohio
$9.99M +$305K +9,714 +3%
PAG
21
Private Advisor Group
New Jersey
$9.99M -$59.7K -1,901 -0.6%
DADC
22
D.A. Davidson & Co
Montana
$9.15M +$8.67M +276,292 +881%
NEWAS
23
N.E.W. Advisory Services
Wisconsin
$9.06M +$4.94M +157,509 +107%
IAA
24
Independent Advisor Alliance
North Carolina
$7.07M +$7.46M +237,615 New
PIS
25
POM Investment Strategies
North Carolina
$6.79M -$593K -18,900 -8%

FTGS Hedge Fund Activity: Q1 2025 in Review

157 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in First Trust Growth Strength ETF (FTGS) for Q1 2025, worth a combined $752M — up 11% from $676M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FTGS positions and 18 closed out — a net gain of 4 holders — while 79 added to existing stakes and 50 trimmed.

The largest buyer was LPL Financial, adding an estimated $17.3M. The largest seller was Envestnet Asset Management, cutting an estimated $7.08M.

  • 157 institutional investors held First Trust Growth Strength ETF (FTGS) as of Q1 2025, down from 158 in Q4 2024.
  • Funds reported $752M of First Trust Growth Strength ETF stock for Q1 2025, up 11% quarter-over-quarter.
  • 22 funds opened new First Trust Growth Strength ETF positions in Q1 2025 and 18 closed out, a net change of +4 holders.
  • The largest First Trust Growth Strength ETF buyer in Q1 2025 was LPL Financial, an estimated $17.3M added.
  • The largest First Trust Growth Strength ETF seller in Q1 2025 was Envestnet Asset Management, an estimated $7.08M sold.

Based on aggregated 13F filings for Q1 2025.