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First Trust Capital Strength ETF

508 hedge funds and large institutions have $5.04B invested in First Trust Capital Strength ETF in 2025 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 148 increasing their positions, 239 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)

38% less repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 239

Holders
508
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
AF
276
Allworth Financial
California
$777K
SI
277
Saxon Interests
Texas
$765K
NAS
278
NWF Advisory Services
California
$749K
CS
279
Capital Square
Tennessee
$746K
PWM
280
Puff Wealth Management
New Jersey
$718K
AG
281
AmeriFlex Group
Nevada
$715K
LWP
282
LeClair Wealth Partners
Ohio
$714K
KA
283
Kovack Advisors
Florida
$709K
MIM
284
MTM Investment Management
South Carolina
$708K
OSAM
285
O'Shaughnessy Asset Management
Connecticut
$683K
AIFAIM
286
American Institute for Advanced Investment Management
Arizona
$677K
IWN
287
Independent Wealth Network
Iowa
$664K
WWM
288
Wolff Wiese Magana
California
$662K
FFS
289
Founders Financial Securities
Maryland
$658K
IC
290
Inscription Capital
Texas
$652K
TF
291
Trek Financial
Arizona
$646K
SWAG
292
Spectrum Wealth Advisory Group
California
$639K
MIH
293
Meitav Investment House
Israel
$623K
William Blair & Company
294
William Blair & Company
Illinois
$622K
PIA
295
Panoramic Investment Advisors
Colorado
$617K
CFG
296
Citizens Financial Group
Rhode Island
$613K
NW
297
NewEdge Wealth
Pennsylvania
$610K
MWM
298
Meridian Wealth Management
Kentucky
$605K
SWM
299
Spire Wealth Management
Virginia
$604K
FAM
300
Formidable Asset Management
Ohio
$590K