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First Trust Capital Strength ETF

359 hedge funds and large institutions have $4.32B invested in First Trust Capital Strength ETF in 2022 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 146 increasing their positions, 130 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 130

12% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 25

2.75% more ownership

Funds ownership: 59.22%61.97% (+2.8%)

2% more funds holding in top 10

Funds holding in top 10: 5152 (+1)

1% less funds holding

Funds holding: 361359 (-2)

6% less capital invested

Capital invested by funds: $4.59B → $4.32B (-$270M)

30% less call options, than puts

Call options by funds: $11.9M | Put options by funds: $17.1M

Holders
359
Holders Change
-2
Holders Change %
-0.55%
% of All Funds
6.18%
Holding in Top 10
52
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.96%
% of All Funds
0.9%
New
28
Increased
146
Reduced
130
Closed
25
Calls
$11.9M
Puts
$17.1M
Net Calls
-$5.17M
Net Calls Change
+$792K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
301
Allworth Financial
California
$205K -$253K -3,523 -53%
SWRP
302
Summit Wealth & Retirement Planning
California
$204K
MFA
303
Mayflower Financial Advisors
Massachusetts
$202K -$101K -1,410 -32%
RIA
304
Realta Investment Advisors
Delaware
$166K +$180K +2,503 New
FFA
305
Founders Financial Alliance
North Carolina
$157K -$1.36K -19 -0.8%
MWM
306
Mascoma Wealth Management
New Hampshire
$148K
CA
307
Crewe Advisors
Utah
$140K
S
308
SignatureFD
Georgia
$132K +$40.1K +558 +39%
HNB
309
Huntington National Bank
Ohio
$128K
WFA
310
Wipfli Financial Advisors
Wisconsin
$109K +$118K +1,648 New
WT
311
Whittier Trust
California
$103K +$18K +250 +19%
FCT
312
First Community Trust
Iowa
$100K
ODG
313
O'Dell Group
Ohio
$86K
EC
314
EdgeRock Capital
Colorado
$79K +$85.5K +1,190 New
PA
315
PSI Advisors
Florida
$78K -$88.9K -1,237 -51%
JWA
316
JFS Wealth Advisors
Pennsylvania
$73K -$53.9K -750 -41%
M1FG
317
Mach-1 Financial Group
Arkansas
$73K
CA
318
Cetera Advisors
Colorado
$71K +$39.3M +546,501 +106%
GWS
319
Glassman Wealth Services
Virginia
$66K
HIA
320
Harbor Investment Advisory
Maryland
$61K +$22.8K +318 +52%
SC
321
Stephens Consulting
Michigan
$58.8K
AIM
322
Anchor Investment Management
South Carolina
$53.1K
HBW
323
Hazlett, Burt & Watson
West Virginia
$53K
PB
324
Pinnacle Bancorp
Nebraska
$46K
UB
325
UMB Bank
Missouri
$45K +$49.2K +685 New