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First Trust Capital Strength ETF

361 hedge funds and large institutions have $4.59B invested in First Trust Capital Strength ETF in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 121 increasing their positions, 165 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more funds holding in top 10

Funds holding in top 10: 4651 (+5)

0.29% less ownership

Funds ownership: 59.51%59.22% (-0.29%)

6% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 33

2% less funds holding

Funds holding: 368361 (-7)

11% less capital invested

Capital invested by funds: $5.17B → $4.59B (-$583M)

16% less call options, than puts

Call options by funds: $32.2M | Put options by funds: $38.1M

27% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 165

Holders
361
Holders Change
-7
Holders Change %
-1.9%
% of All Funds
6.08%
Holding in Top 10
51
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.87%
% of All Funds
0.86%
New
31
Increased
121
Reduced
165
Closed
33
Calls
$32.2M
Puts
$38.1M
Net Calls
-$5.96M
Net Calls Change
-$5.96M
Name Holding Trade Value Shares
Change
Change in
Stake
MP
226
McDonald Partners
Ohio
$598K -$73.5K -1,000 -10%
SWM
227
SFG Wealth Management
Maryland
$596K +$23.2K +316 +4%
BCA
228
Bay Colony Advisors
Massachusetts
$586K -$58.5K -796 -9%
LMKC
229
L.M. Kohn & Company
Ohio
$581K
LFG
230
Larson Financial Group
Missouri
$564K -$59.2K -805 -9%
MCC
231
Money Concepts Capital
Florida
$556K -$2.39M -32,561 -81%
MIM
232
MTM Investment Management
South Carolina
$547K +$74 +1 +0%
CS
233
Capital Square
Tennessee
$544K +$87.6K +1,192 +18%
NWMG
234
National Wealth Management Group
Ohio
$539K -$85.6K -1,164 -13%
OBWG
235
Onyx Bridge Wealth Group
New York
$538K +$7.35K +100 +1%
APWA
236
Atlas Private Wealth Advisors
New Jersey
$535K +$562K +7,648 New
ACM
237
AlphaStar Capital Management
North Carolina
$521K +$165K +2,248 +43%
WMA
238
West Michigan Advisors
Michigan
$519K -$58.2K -791 -10%
5L
239
55I LLC
Massachusetts
$510K +$300K +4,077 +127%
FAM
240
Formidable Asset Management
Ohio
$501K
WP
241
WealthSource Partners
California
$494K -$150K -2,040 -22%
SWM
242
SeaCrest Wealth Management
New York
$480K -$51.8K -705 -9%
KCIA
243
Kingsbury Capital Investment Advisors
Illinois
$479K +$249K +3,390 +98%
CWS
244
Confluence Wealth Services
Pennsylvania
$477K +$469K +6,373 New
ARC
245
Advisor Resource Council
Texas
$476K +$290K +3,942 +137%
LAM
246
LifePro Asset Management
California
$466K
AF
247
Allworth Financial
California
$462K -$35.6K -484 -7%
EIA
248
Eldridge Investment Advisors
New Hampshire
$459K
SCFS
249
S.C. Financial Services
Arizona
$456K +$66.3K +902 +16%
HGERS
250
Householder Group Estate & Retirement Specialist
Arizona
$443K -$143K -1,950 -24%