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First Trust Capital Strength ETF

403 hedge funds and large institutions have $5.27B invested in First Trust Capital Strength ETF in 2022 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 155 increasing their positions, 132 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 24

22% more capital invested

Capital invested by funds: $4.32B → $5.27B (+$951M)

17% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 132

12% more funds holding

Funds holding: 359403 (+44)

12% more funds holding in top 10

Funds holding in top 10: 5258 (+6)

0.19% less ownership

Funds ownership: 61.97%61.78% (-0.19%)

2% less call options, than puts

Call options by funds: $10.6M | Put options by funds: $10.8M

Holders
403
Holders Change
+44
Holders Change %
+12.26%
% of All Funds
6.48%
Holding in Top 10
58
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+11.54%
% of All Funds
0.93%
New
74
Increased
155
Reduced
132
Closed
24
Calls
$10.6M
Puts
$10.8M
Net Calls
-$261K
Net Calls Change
+$4.91M
Name Holding Trade Value Shares
Change
Change in
Stake
WAP
226
Wealthcare Advisory Partners
Pennsylvania
$1.14M +$283K +3,836 +34%
WWA
227
WCG Wealth Advisors
Nevada
$1.12M +$345K +4,674 +45%
SI
228
Saxon Interests
Texas
$1.1M -$7.34M -99,420 -87%
PAG
229
Private Advisory Group
Washington
$1.09M -$1.01M -13,632 -48%
PAG
230
Private Advisor Group
New Jersey
$1.08M +$1.58M +21,360 +2%
PWMG
231
Provence Wealth Management Group
California
$1.07M
Brown Advisory
232
Brown Advisory
Maryland
$1.06M +$1.05M +14,205 New
CCFM
233
Clear Creek Financial Management
Washington
$1.05M +$368K +4,993 +55%
IAP
234
Indie Asset Partners
Indiana
$1.03M +$5.53K +75 +0.6%
TPW
235
TL Private Wealth
Texas
$1.02M +$3.84K +52 +0.4%
TCWM
236
Total Clarity Wealth Management
Illinois
$1.01M +$761K +10,315 +323%
Creative Planning
237
Creative Planning
Kansas
$1M -$38.4K -520 -4%
FPB
238
First PREMIER Bank
South Dakota
$996K
TLFA
239
True Link Financial Advisors
California
$953K
DI
240
DFPG Investments
Utah
$948K +$22.9K +310 +3%
CAL
241
Capital Analysts LLC
Pennsylvania
$947K +$246K +3,328 +36%
OFS
242
OneAscent Financial Services
Alabama
$935K +$920K +12,470 New
PFA
243
Pinnacle Family Advisors
Missouri
$897K -$11.4K -155 -1%
WWM
244
Wolff Wiese Magana
California
$891K +$221 +3 +0%
Renaissance Technologies
245
Renaissance Technologies
New York
$869K +$856K +11,600 New
TC
246
TownSquare Capital
Utah
$854K +$841K +11,397 New
BEI
247
Benjamin Edwards Inc
Missouri
$840K -$6.12K -83 -0.7%
JCM
248
Jacobi Capital Management
Pennsylvania
$838K -$30.5K -413 -4%
PG
249
Prostatis Group
Maryland
$838K -$2.27M -30,738 -73%
SMC
250
Smith, Moore & Co
Missouri
$829K +$81.2K +1,101 +11%