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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
Qube Research & Technologies (QRT)
251
Qube Research & Technologies (QRT)
United Kingdom
$819K +$806K +10,928 New
SWM
252
Spire Wealth Management
Virginia
$798K +$338K +4,584 +76%
KA
253
Kovack Advisors
Florida
$792K +$17.3K +234 +2%
TCM
254
True Capital Management
California
$790K +$778K +10,545 New
EP
255
Eudaimonia Partners
Tennessee
$776K +$50.6K +686 +7%
MIM
256
MTM Investment Management
South Carolina
$758K +$178K +2,418 +31%
William Blair & Company
257
William Blair & Company
Illinois
$744K
LFAS
258
Level Four Advisory Services
Texas
$716K +$705K +9,557 New
GLA
259
Good Life Advisors
Pennsylvania
$714K +$252K +3,415 +56%
TCOO
260
Trust Company of Oklahoma
Oklahoma
$712K +$700K +9,493 New
VWA
261
V Wealth Advisors
Kansas
$698K -$1.01M -13,731 -60%
EWM
262
EPG Wealth Management
Georgia
$695K +$1.99K +27 +0.3%
SWAG
263
Spectrum Wealth Advisory Group
California
$694K -$19.9K -270 -3%
ACM
264
AlphaStar Capital Management
North Carolina
$688K +$221 +3 +0.1%
ORC
265
O'Rourke & Company
Massachusetts
$686K -$33.1K -449 -5%
CAAS
266
Capital Asset Advisory Services
Michigan
$669K +$658K +8,924 New
Mercer Global Advisors
267
Mercer Global Advisors
Colorado
$664K -$26.2K -355 -4%
CPIG
268
Chicago Partners Investment Group
Illinois
$648K +$738 +10 +0.1%
BPFA
269
Barnes Pettey Financial Advisors
Mississippi
$617K +$608K +8,235 New
VWA
270
Visionary Wealth Advisors
Illinois
$612K +$602K +8,160 New
ACMA
271
Arbor Capital Management (Alaska)
Alaska
$610K -$43.1K -584 -7%
CWS
272
Confluence Wealth Services
Pennsylvania
$607K +$93K +1,260 +18%
OBWG
273
Onyx Bridge Wealth Group
New York
$602K +$9.15K +124 +2%
Prudential Financial
274
Prudential Financial
New Jersey
$601K -$64.9K -879 -10%
LFG
275
Larson Financial Group
Missouri
$592K +$583K +7,901 New