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First Trust Capital Strength ETF

357 hedge funds and large institutions have $5.69B invested in First Trust Capital Strength ETF in 2021 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 143 increasing their positions, 95 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 26

58% more funds holding in top 10

Funds holding in top 10: 3149 (+18)

51% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 95

20% more capital invested

Capital invested by funds: $4.74B → $5.69B (+$944M)

16% more funds holding

Funds holding: 307357 (+50)

2.06% more ownership

Funds ownership: 58.25%60.3% (+2.1%)

Holders
357
Holders Change
+50
Holders Change %
+16.29%
% of All Funds
5.49%
Holding in Top 10
49
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+58.06%
% of All Funds
0.75%
New
82
Increased
143
Reduced
95
Closed
26
Calls
$8.98M
Puts
Net Calls
+$8.98M
Net Calls Change
+$8.98M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
276
Insight Advisors
Pennsylvania
$357K +$339K +4,221 New
LI
277
LVZ Inc
Michigan
$343K +$95.7K +1,193 +42%
BRWM
278
B. Riley Wealth Management
Tennessee
$340K -$16K -200 -5%
5L
279
55I LLC
Massachusetts
$330K +$313K +3,903 New
TCA
280
Transcend Capital Advisors
New Jersey
$322K -$5.05K -63 -2%
CAM
281
Cresset Asset Management
Illinois
$320K
WWM
282
WJ Wealth Management
Arizona
$316K
FAM
283
Formidable Asset Management
Ohio
$315K -$256K -3,196 -46%
Fidelity Investments
284
Fidelity Investments
Massachusetts
$313K +$41.1K +512 +16%
WP
285
WealthPLAN Partners
Nebraska
$300K +$24.3K +303 +9%
HA
286
Herold Advisors
New York
$295K +$52.2K +650 +23%
PPG
287
Peak Planning Group
Colorado
$293K -$923K -11,504 -77%
MFS
288
Madrona Financial Services
Washington
$289K +$18.1K +225 +7%
WMA
289
Wealth Management Associates
New Jersey
$270K
GM
290
GeoWealth Management
Illinois
$263K +$103K +1,281 +70%
FHA
291
Flagship Harbor Advisors
Massachusetts
$262K -$309K -3,850 -55%
WA
292
Wealth Advisors
California
$261K
WAG
293
Winthrop Advisory Group
Massachusetts
$260K +$241 +3 +0.1%
LGA
294
Lebenthal Global Advisors
New York
$259K +$2.01K +25 +0.8%
CHC
295
City Holding Co
West Virginia
$258K -$8.03K -100 -3%
DI
296
DFPG Investments
Utah
$258K +$5.3K +66 +2%
FFA
297
Founders Financial Alliance
North Carolina
$252K +$1.93K +24 +0.8%
Bank of New York Mellon
298
Bank of New York Mellon
New York
$251K -$93.8K -1,169 -28%
CAM
299
Concorde Asset Management
Michigan
$243K -$184K -2,291 -44%
CAP
300
Columbia Advisory Partners
Washington
$241K +$229K +2,851 New