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First Trust Capital Strength ETF

502 hedge funds and large institutions have $5.03B invested in First Trust Capital Strength ETF in 2025 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 148 increasing their positions, 234 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

34% less funds holding in top 10

Funds holding in top 10: 3523 (-12)

37% less repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 234

Holders
502
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$24.8M
2 +$15.7M
3 +$10.3M
4
Osaic Holdings
Osaic Holdings
Arizona
+$8.83M
5
Stifel Financial
Stifel Financial
Missouri
+$6.61M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
276
Puff Wealth Management
New Jersey
$718K
AG
277
AmeriFlex Group
Nevada
$715K
LWP
278
LeClair Wealth Partners
Ohio
$714K
KA
279
Kovack Advisors
Florida
$709K
MIM
280
MTM Investment Management
South Carolina
$708K
OSAM
281
O'Shaughnessy Asset Management
Connecticut
$683K
AIFAIM
282
American Institute for Advanced Investment Management
Arizona
$677K
IWN
283
Independent Wealth Network
Iowa
$664K
WWM
284
Wolff Wiese Magana
California
$662K
FFS
285
Founders Financial Securities
Maryland
$658K
IC
286
Inscription Capital
Texas
$652K
TF
287
Trek Financial
Arizona
$646K
SWAG
288
Spectrum Wealth Advisory Group
California
$639K
MIH
289
Meitav Investment House
Israel
$623K
William Blair & Company
290
William Blair & Company
Illinois
$622K
PIA
291
Panoramic Investment Advisors
Colorado
$617K
CFG
292
Citizens Financial Group
Rhode Island
$613K
NW
293
NewEdge Wealth
Pennsylvania
$610K
MWM
294
Meridian Wealth Management
Kentucky
$605K
SWM
295
Spire Wealth Management
Virginia
$604K
FAM
296
Formidable Asset Management
Ohio
$590K
KDA
297
Kraft Davis & Associates
Missouri
$590K
CWA
298
Crux Wealth Advisors
California
$587K
BWA
299
BlueChip Wealth Advisors
Georgia
$583K
IAS
300
Insigneo Advisory Services
Florida
$581K