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FTCS Institutional Ownership

First Trust Capital Strength ETF
1W: -1.6% 1M: -6.3% 3M: -3.3% YTD: +1.3% 1Y: +0.8% 3Y: +30.6% 5Y: +27.8%
$93.69
-0.18 (-0.19%)
 
Weekly Expected Move ±1.3%
$91 $92 $94 $95 $96
ETF NASDAQ · AUM $7.3B

Institutional Ownership — FTCS

585
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
5B
Total Invested
49
New Positions
145
Increased
296
Reduced
32
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (623 total)

# Holder Shares Value Change Change % Holding Period Filing
1 LPL Financial LLC 7,333,311 $687M -195,624 -2.6% 53Q SEC ↗
2 MORGAN STANLEY 5,260,638 $493M -266,729 -4.8% 60Q SEC ↗
3 RAYMOND JAMES FINANCIAL INC 3,972,285 $372M -342,017 -7.9% 7Q SEC ↗
4 WELLS FARGO & COMPANY/MN 2,444,105 $229M -145,852 -5.6% 71Q SEC ↗
5 Cetera Investment Advisers 1,442,225 $135M -44,180 -3.0% 6Q SEC ↗
6 BANK OF AMERICA CORP /DE 1,410,135 $132M -51,098 -3.5% 15Q SEC ↗
7 UBS Group AG 1,317,072 $123M -48,048 -3.5% 47Q SEC ↗
8 OSAIC HOLDINGS, INC. 1,281,663 $120M +105,799 +9.0% 26Q SEC ↗
9 ENVESTNET ASSET MANAGEMENT INC 1,060,600 $99M -25,035 -2.3% 31Q SEC ↗
10 ROYAL BANK OF CANADA 1,035,032 $97M +10,099 +1.0% 67Q SEC ↗
11 TWO SIGMA INVESTMENTS, LP 988,800 $93M -71,000 -6.7% 2Q SEC ↗
12 AMERIPRISE FINANCIAL INC 918,113 $86M -53,164 -5.5% 16Q SEC ↗
13 Cambridge Investment Research Advisors 890,828 $83M -1,155 -0.1% 37Q SEC ↗
14 JONES FINANCIAL COMPANIES LLLP 878,701 $82M +54,377 +6.6% 11Q SEC ↗
15 COMMONWEALTH EQUITY SERVICES, LLC 783,205 $73M -110,891 -12.4% 35Q SEC ↗
16 STIFEL FINANCIAL CORP 737,861 $69M -6,436 -0.9% 40Q SEC ↗
17 Private Advisor Group, LLC 557,490 $52M +26,440 +5.0% 29Q SEC ↗
18 TRUIST FINANCIAL CORP 485,483 $45M -66,459 -12.0% 27Q SEC ↗
19 Concurrent Investment Advisors, LLC 453,934 $43M -6,616 -1.4% 11Q SEC ↗
20 HARBOUR INVESTMENTS, INC. 436,885 $41M -2,817 -0.6% 17Q SEC ↗
21 Kestra Advisory Services, LLC 435,756 $41M +34,850 +8.7% 24Q SEC ↗
22 SILVER OAK SECURITIES, INCORPORATED 386,723 $36M -26,005 -6.3% 11Q SEC ↗
23 American Financial Advisors, LLC 372,428 $35M +11,497 +3.2% 16Q SEC ↗
24 Janney Montgomery Scott LLC NEW 365,657 $34M — +0.0% 1Q SEC ↗
25 Diversified Enterprises, LLC 342,274 $32M -7,708 -2.2% 8Q SEC ↗
26 PARK NATIONAL CORP /OH 286,874 $27M -35,269 -10.9% 15Q SEC ↗
27 Regal Investment Advisors LLC 284,367 $27M +12,505 +4.6% 21Q SEC ↗
28 IFG Advisory, LLC 282,233 $26M +282,017 +130563.4% 28Q SEC ↗
29 Archer Investment Corp 280,151 $26M -2,800 -1.0% 28Q SEC ↗
30 D.A. DAVIDSON & CO. 278,359 $26M -1,460 -0.5% 51Q SEC ↗
31 Scarborough Advisors, LLC 259,173 $24M -1,919 -0.7% 19Q SEC ↗
32 MML INVESTORS SERVICES, LLC 236,394 $22M +21,950 +10.2% 13Q SEC ↗
33 Gratus Wealth Advisors, LLC 229,654 $22M +3,009 +1.3% 11Q SEC ↗
34 Evelyn Partners Group Ltd NEW 223,465 $21M — +0.0% 1Q SEC ↗
35 HBK Sorce Advisory LLC 218,277 $20M -493 -0.2% 14Q SEC ↗
36 tru Independence LLC 199,170 $19M +13,849 +7.5% 22Q SEC ↗
37 Walkner Condon Financial Advisors LLC 193,707 $18M +17,536 +10.0% 18Q SEC ↗
38 Heck Capital Advisors, LLC 187,487 $18M +4,093 +2.2% 13Q SEC ↗
39 Randall & Associates Wealth Management 181,797 $17M -19,193 -9.5% 11Q SEC ↗
40 Vestmark Advisory Solutions, Inc. 181,055 $17M -372 -0.2% 24Q SEC ↗
41 Investors Research Corp NEW 174,122 $16M — +0.0% 1Q SEC ↗
42 Evelyn Partners Investment Management 173,872 $16M -5,917 -3.3% 2Q SEC ↗
43 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 156,490 $15M -32,045 -17.0% 38Q SEC ↗
44 Rockefeller Capital Management L.P. 151,550 $14M +79 +0.1% 27Q SEC ↗
45 Baird Financial Group, Inc. 138,750 $13M -37,274 -21.2% 39Q SEC ↗
46 Arax Advisory Partners 133,774 $13M +25,387 +23.4% 3Q SEC ↗
47 Sargent Investment Group, LLC 132,106 $12M -5,045 -3.7% 29Q SEC ↗
48 OPPENHEIMER & CO INC 130,725 $12M -1,878 -1.4% 2Q SEC ↗
49 ASSETMARK, INC 127,851 $12M +46,419 +57.0% 25Q SEC ↗
50 Prospera Financial Services Inc 120,053 $11M +12,582 +11.7% 23Q SEC ↗

Recent Activity

New Positions (20)
Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
IFG Advisory, LLC +282,017 +130563.4% 282,233
OSAIC HOLDINGS, INC. +105,799 +9.0% 1,281,663
JONES FINANCIAL COMPANIES LLLP +54,377 +6.6% 878,701
ASSETMARK, INC +46,419 +57.0% 127,851
Integrated Wealth Concepts LLC +44,848 +61.3% 117,987
Kestra Advisory Services, LLC +34,850 +8.7% 435,756
HRT FINANCIAL LP +28,887 +211.4% 42,550
Private Advisor Group, LLC +26,440 +5.0% 557,490
OneDigital Investment Advisors LLC +26,211 +36.5% 97,948
Arax Advisory Partners +25,387 +23.4% 133,774
MML INVESTORS SERVICES, LLC +21,950 +10.2% 236,394
Walkner Condon Financial Advisors L +17,536 +10.0% 193,707
Bank of New York Mellon Corp +15,708 +65.0% 39,873
tru Independence LLC +13,849 +7.5% 199,170
Prospera Financial Services Inc +12,582 +11.7% 120,053
JPMORGAN CHASE & CO +12,579 +34.0% 49,608
Regal Investment Advisors LLC +12,505 +4.6% 284,367
XTX Topco Ltd +12,328 +413.1% 15,312
AQR CAPITAL MANAGEMENT LLC +12,097 +426.4% 14,934
American Financial Advisors, LLC +11,497 +3.2% 372,428
Biggest Decreases (20)
HolderReducedChange %Total Shares
RAYMOND JAMES FINANCIAL INC -342,017 -7.9% 3,972,285
MORGAN STANLEY -266,729 -4.8% 5,260,638
LPL Financial LLC -195,624 -2.6% 7,333,311
WELLS FARGO & COMPANY/MN -145,852 -5.6% 2,444,105
Mariner, LLC -138,083 -75.6% 44,666
Independent Advisor Alliance -138,026 -94.8% 7,553
COMMONWEALTH EQUITY SERVICES, LLC -110,891 -12.4% 783,205
Commonwealth Financial Services, LL -95,767 -90.1% 10,464
TWO SIGMA INVESTMENTS, LP -71,000 -6.7% 988,800
TRUIST FINANCIAL CORP -66,459 -12.0% 485,483
Gateway Wealth Partners, LLC -66,111 -39.1% 102,941
AMERIPRISE FINANCIAL INC -53,164 -5.5% 918,113
BANK OF AMERICA CORP /DE -51,098 -3.5% 1,410,135
Holistic Financial Partners -50,787 -43.9% 65,013
UBS Group AG -48,048 -3.5% 1,317,072
Cetera Investment Advisers -44,180 -3.0% 1,442,225
DAGCO, INC. -40,858 -49.9% 41,102
Baird Financial Group, Inc. -37,274 -21.2% 138,750
PARK NATIONAL CORP /OH -35,269 -10.9% 286,874
NORTHWESTERN MUTUAL WEALTH MANAGEME -32,045 -17.0% 156,490

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms