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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
WMA
276
West Michigan Advisors
Michigan
$587K +$48.1K +652 +9%
CS
277
Capital Square
Tennessee
$585K +$19K +257 +3%
CF
278
Centaurus Financial
California
$583K +$107K +1,456 +32%
FA
279
Flagstar Advisors
New York
$571K -$70.8K -959 -11%
WP
280
WealthSource Partners
California
$562K +$46.4K +629 +9%
IAS
281
Insigneo Advisory Services
Florida
$544K +$535K +7,254 New
WDC
282
Woodward Diversified Capital
California
$536K -$15.3K -207 -3%
FAM
283
Formidable Asset Management
Ohio
$535K
NWMG
284
National Wealth Management Group
Ohio
$529K +$48.3K +654 +10%
MIH
285
Meitav Investment House
Israel
$517K +$504K +6,826 New
RGF
286
Retirement Guys Formula
Ohio
$511K -$3.26M -44,120 -87%
SWM
287
SeaCrest Wealth Management
New York
$504K +$7.16K +97 +1%
MSFS
288
Main Street Financial Solutions
Pennsylvania
$500K -$12.5K -170 -2%
LAM
289
LifePro Asset Management
California
$499K
LMKC
290
L.M. Kohn & Company
Ohio
$488K -$111K -1,498 -19%
EIA
291
Eldridge Investment Advisors
New Hampshire
$482K
BCA
292
Bay Colony Advisors
Massachusetts
$471K -$122K -1,660 -21%
TSWM
293
Tyler-Stone Wealth Management
Ohio
$471K +$49.7K +673 +12%
ERWM
294
Elk River Wealth Management
Colorado
$468K +$8.56K +116 +2%
PWP
295
Principle Wealth Partners
Connecticut
$457K
TF
296
Trek Financial
Arizona
$455K +$9.3K +126 +2%
CRI
297
Colonial River Investments
Virginia
$449K
IAN
298
Integrated Advisors Network
Texas
$435K +$28.7K +389 +7%
FFG
299
Frisch Financial Group
New York
$434K +$1.62K +22 +0.4%
SWM
300
SFG Wealth Management
Maryland
$433K -$94.7K -1,284 -18%