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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
BCP
251
Blackhawk Capital Partners
Wisconsin
$1.18M -$5.64K -62 -0.5%
CCMG
252
Clark Capital Management Group
Pennsylvania
$1.18M +$422K +4,636 +53%
ASN
253
Advisory Services Network
Georgia
$1.17M -$1.23M -13,509 -50%
MI
254
Moneywise Inc
Virginia
$1.16M -$730K -8,017 -38%
HIW
255
Holos Integrated Wealth
Pennsylvania
$1.16M +$1.2M +13,184 New
SAI
256
Savvy Advisors Inc
New York
$1.16M +$37.4K +411 +3%
APP
257
Avantax Planning Partners
Iowa
$1.15M -$2.18K -24 -0.2%
KFSN
258
Keystone Financial Services (Nebraska)
Nebraska
$1.14M +$1.18M +12,940 New
OFG
259
Oxford Financial Group
Indiana
$1.12M
SPG
260
Strategic Planning Group
Utah
$1.1M -$11.3M -124,691 -91%
KFGK
261
Keystone Financial Group (Kentucky)
Kentucky
$1.1M +$12K +132 +1%
PFG
262
Prosperity Financial Group
California
$1.07M +$1.11M +12,227 New
PI
263
PFG Investments
New York
$1.06M +$42.7K +469 +4%
First Trust Advisors
264
First Trust Advisors
Illinois
$1.06M +$1.1M +12,049 New
TSWM
265
Tyler-Stone Wealth Management
Ohio
$1.05M +$12.2K +134 +1%
WMA
266
West Michigan Advisors
Michigan
$1.03M -$8.19K -90 -0.8%
TCOO
267
Trust Company of Oklahoma
Oklahoma
$1.02M
WIC
268
Woodmont Investment Counsel
Tennessee
$1.01M +$530K +5,822 +102%
WCM
269
WealthBridge Capital Management
Ohio
$989K -$47.8K -525 -4%
TFS
270
Thoroughbred Financial Services
Tennessee
$982K -$39.8K -437 -4%
JCM
271
Jacobi Capital Management
Pennsylvania
$980K -$42.8K -470 -4%
CPIG
272
Chicago Partners Investment Group
Illinois
$962K +$2.18K +24 +0.2%
US Bancorp
273
US Bancorp
Minnesota
$955K +$69.3K +761 +8%
FFN
274
Focus Financial Network
Minnesota
$953K +$14K +154 +1%
PAG
275
Private Advisory Group
Washington
$952K +$85.5K +940 +9%