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First Trust Capital Strength ETF

538 hedge funds and large institutions have $6.05B invested in First Trust Capital Strength ETF in 2024 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 170 increasing their positions, 207 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 39

27% more funds holding in top 10

Funds holding in top 10: 3038 (+8)

16% more capital invested

Capital invested by funds: $5.2B → $6.05B (+$844M)

8% more funds holding

Funds holding: 499538 (+39)

1.03% less ownership

Funds ownership: 60.77%59.74% (-1%)

18% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 207

97% less call options, than puts

Call options by funds: $10K | Put options by funds: $365K

Holders
538
Holders Change
+39
Holders Change %
+7.82%
% of All Funds
7.09%
Holding in Top 10
38
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+26.67%
% of All Funds
0.5%
New
89
Increased
170
Reduced
207
Closed
39
Calls
$10K
Puts
$365K
Net Calls
-$355K
Net Calls Change
-$355K
Name Holding Trade Value Shares
Change
Change in
Stake
PPG
226
Peak Planning Group
Colorado
$1.62M -$21.2K -233 -1%
TRCT
227
Tower Research Capital (TRC)
New York
$1.6M +$693K +7,617 +72%
TPWA
228
Twin Peaks Wealth Advisors
California
$1.59M -$263K -2,890 -14%
BFA
229
Beacon Financial Advisory
Ohio
$1.57M -$3.19K -35 -0.2%
BPA
230
Beacon Pointe Advisors
California
$1.57M -$123K -1,353 -7%
RIS
231
Richmond Investment Services
Wisconsin
$1.55M +$1.6M +17,595 New
BBL
232
Beck Bode LLC
Massachusetts
$1.54M -$569K -6,256 -26%
LSIA
233
LaSalle St. Investment Advisors
Illinois
$1.53M +$1.59M +17,440 New
FPB
234
First PREMIER Bank
South Dakota
$1.47M -$2K -22 -0.1%
BFG
235
Beacon Financial Group
Texas
$1.46M
SP
236
Sequent Planning
Nebraska
$1.45M -$97.3K -1,069 -6%
IF
237
Integrity Financial
Wyoming
$1.44M -$26.6K -292 -2%
GAA
238
Global Assets Advisory
Florida
$1.43M +$1.48M +16,310 New
WT
239
Washington Trust
Rhode Island
$1.42M
WMWM
240
Whitaker-Myers Wealth Managers
Ohio
$1.42M -$31.7K -348 -2%
BW
241
Bison Wealth
Georgia
$1.42M -$131K -1,438 -8%
SFPG
242
Stonebridge Financial Planning Group
Florida
$1.39M -$77.7K -854 -5%
PTC
243
Private Trust Company
Ohio
$1.37M +$187K +2,055 +15%
SF
244
Summit Financial
New Jersey
$1.31M +$91 +1 +0%
WWA
245
Wisconsin Wealth Advisors
Wisconsin
$1.3M +$1.35M +14,813 New
KWS
246
Keystone Wealth Services
California
$1.29M -$45.5K -500 -3%
AWM
247
Axxcess Wealth Management
California
$1.24M -$73.8K -811 -5%
SMC
248
Smith, Moore & Co
Missouri
$1.23M -$9.37K -103 -0.7%
PWH
249
Priebe Wealth Holdings
Minnesota
$1.21M -$45.5K -500 -4%
WWA
250
WCG Wealth Advisors
Nevada
$1.21M -$434K -4,769 -26%