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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
TFS
301
TrustCore Financial Services
Tennessee
$427K +$1.11K +15 +0.3%
TWM
302
Triton Wealth Management
Arizona
$416K +$1.11K +15 +0.3%
WWM
303
WJ Wealth Management
Arizona
$412K
BWM
304
Birchcreek Wealth Management
Ohio
$409K +$97.1K +1,316 +32%
PAS
305
Park Avenue Securities
New York
$408K -$11.9K -161 -3%
CA
306
Calton & Associates
Florida
$405K +$108K +1,461 +37%
TRCT
307
Tower Research Capital (TRC)
New York
$403K -$1.75M -23,687 -81%
FFA
308
Fragasso Financial Advisors
Pennsylvania
$401K +$395K +5,352 New
SCFS
309
S.C. Financial Services
Arizona
$379K -$5.17K -70 -1%
CAC
310
Certified Advisory Corp
Florida
$376K +$443 +6 +0.1%
CA
311
Continuum Advisory
Idaho
$369K -$340K -4,605 -48%
Fidelity Investments
312
Fidelity Investments
Massachusetts
$367K +$89.8K +1,217 +33%
RCAG
313
Rehmann Capital Advisory Group
Michigan
$362K +$357K +4,834 New
KFP
314
KMG Fiduciary Partners
Ohio
$355K +$350K +4,742 New
MWM
315
Meridian Wealth Management
Kentucky
$352K
YIH
316
Y-Intercept (HK)
Hong Kong
$350K +$344K +4,666 New
USCWA
317
U.S. Capital Wealth Advisors
Texas
$347K +$31.7K +429 +10%
BCM
318
Brookstone Capital Management
Illinois
$345K +$13.4K +182 +4%
APWA
319
Atlas Private Wealth Advisors
New Jersey
$340K -$82K -1,112 -20%
MCM
320
Mendel Capital Management
Arkansas
$338K -$7.89K -107 -2%
WFS
321
Weitzel Financial Services
Iowa
$338K -$40.4K -547 -11%
HH
322
Hilltop Holdings
Texas
$332K +$84.1K +1,140 +35%
TCA
323
Transcend Capital Advisors
New Jersey
$327K +$10.6K +143 +3%
T
324
TNF
Montana
$316K -$44.1K -598 -12%
AWA
325
Alta Wealth Advisors
Massachusetts
$316K -$25.8K -350 -8%