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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
DAS
301
Diversify Advisory Services
Utah
$785K -$28.7K -315 -3%
EWM
302
EPG Wealth Management
Georgia
$779K -$22.5K -247 -3%
LFAS
303
Level Four Advisory Services
Texas
$770K -$243K -2,674 -23%
MWG
304
Martin Worley Group
Utah
$760K +$788K +8,656 New
CAPTRUST Financial Advisors
305
CAPTRUST Financial Advisors
North Carolina
$743K -$38.3K -421 -5%
AA
306
Armis Advisers
Georgia
$734K +$760K +8,356 New
SW
307
Simplicity Wealth
New Jersey
$708K +$78.4K +861 +12%
MIM
308
MTM Investment Management
South Carolina
$666K
WWM
309
Wolff Wiese Magana
California
$666K -$1.73K -19 -0.3%
SWA
310
Stratos Wealth Advisors
Ohio
$655K -$192K -2,106 -22%
AIFAIM
311
American Institute for Advanced Investment Management
Arizona
$651K -$281K -3,084 -29%
HPC
312
Hobart Private Capital
North Carolina
$643K -$15.7K -172 -2%
CL
313
CLG LLC
California
$638K +$661K +7,262 New
MWA
314
Medallion Wealth Advisors
Connecticut
$636K +$646K +7,100 New
PIA
315
Panoramic Investment Advisors
Colorado
$632K -$81.5K -895 -11%
RFG
316
REAP Financial Group
Texas
$630K +$13.9K +153 +2%
SWAG
317
Spectrum Wealth Advisory Group
California
$622K -$4.46K -49 -0.7%
IPAM
318
Investment Partners Asset Management
New Jersey
$616K -$73.4K -807 -10%
PPP
319
Private Portfolio Partners
New Jersey
$614K -$3.82K -42 -0.6%
IWN
320
Independent Wealth Network
Iowa
$608K +$637 +7 +0.1%
QC
321
Quadrature Capital
United Kingdom
$588K +$609K +6,689 New
MIH
322
Meitav Investment House
Israel
$585K
William Blair & Company
323
William Blair & Company
Illinois
$580K -$209K -2,295 -26%
IAS
324
Insigneo Advisory Services
Florida
$579K -$163K -1,788 -21%
KDA
325
Kraft Davis & Associates
Missouri
$576K +$182K +2,000 +45%