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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
CHC
276
City Holding Co
West Virginia
$933K -$45.5K -500 -4%
ACMA
277
Arbor Capital Management (Alaska)
Alaska
$918K +$132K +1,448 +17%
IPA
278
Investment Planning Advisors
Georgia
$915K +$203K +2,231 +27%
KFP
279
KMG Fiduciary Partners
Ohio
$908K +$50.8K +558 +6%
SWM
280
Schwallier Wealth Management
Michigan
$906K -$11.5K -126 -1%
SI
281
Saxon Interests
Texas
$901K -$6.64K -73 -0.7%
GA
282
GSG Advisors
New Jersey
$895K +$2.46K +27 +0.3%
WAP
283
Wealthcare Advisory Partners
Pennsylvania
$887K +$9.1K +100 +1%
GJWM
284
Gilliland Jeter Wealth Management
Arkansas
$876K +$273 +3 +0%
AG
285
AmeriFlex Group
Nevada
$867K +$874K +9,600 New
KA
286
Kovack Advisors
Florida
$864K +$104K +1,140 +13%
SC
287
Savant Capital
Illinois
$861K -$238K -2,610 -21%
FFA
288
Farther Finance Advisors
California
$846K +$18.5K +203 +2%
LWP
289
LeClair Wealth Partners
Ohio
$845K +$876K +9,622 New
HAS
290
HBW Advisory Services
California
$842K +$656K +7,210 +304%
OSAM
291
O'Shaughnessy Asset Management
Connecticut
$839K +$2.18K +24 +0.3%
PWS
292
Proactive Wealth Strategies
Georgia
$838K +$285K +3,137 +49%
CAM
293
Cresset Asset Management
Illinois
$836K -$19K -209 -2%
PWM
294
Puff Wealth Management
New Jersey
$833K +$863K +9,480 New
GI
295
GAMMA Investing
California
$818K +$38.1K +419 +5%
AF
296
Allworth Financial
California
$807K +$24.3K +267 +3%
HA
297
Herold Advisors
New York
$802K +$2.73K +30 +0.3%
BAM
298
Belpointe Asset Management
Nevada
$798K +$28.8K +317 +4%
CS
299
Capital Square
Tennessee
$788K +$12.6K +138 +2%
WI
300
Wintrust Investments
Illinois
$785K -$9.83K -108 -1%