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First Trust Capital Strength ETF

520 hedge funds and large institutions have $5.07B invested in First Trust Capital Strength ETF in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 164 increasing their positions, 230 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

5% less funds holding in top 10

Funds holding in top 10: 3735 (-2)

29% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 230

Holders
520
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
35
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
301
Wolff Wiese Magana
California
$663K
OSAM
302
O'Shaughnessy Asset Management
Connecticut
$654K
CL
303
CLG LLC
California
$649K
AIFAIM
304
American Institute for Advanced Investment Management
Arizona
$648K
IPAM
305
Investment Partners Asset Management
New Jersey
$637K
IWN
306
Independent Wealth Network
Iowa
$627K
TF
307
Trek Financial
Arizona
$627K
WWA
308
Wealth Watch Advisors
Colorado
$623K
SWAG
309
Spectrum Wealth Advisory Group
California
$621K
NW
310
NewEdge Wealth
Pennsylvania
$611K
PIA
311
Panoramic Investment Advisors
Colorado
$611K
MIH
312
Meitav Investment House
Israel
$605K
William Blair & Company
313
William Blair & Company
Illinois
$600K
CWA
314
Crux Wealth Advisors
California
$596K
CFG
315
Citizens Financial Group
Rhode Island
$594K
KDA
316
Kraft Davis & Associates
Missouri
$576K
IAS
317
Insigneo Advisory Services
Florida
$570K
HA
318
Herold Advisors
New York
$566K
EIA
319
Eldridge Investment Advisors
New Hampshire
$560K
FAM
320
Formidable Asset Management
Ohio
$557K
ORC
321
O'Rourke & Company
Massachusetts
$554K
HAS
322
HBW Advisory Services
California
$544K
AWA
323
Arete Wealth Advisors
Illinois
$538K
TIAA Trust, National Association
324
TIAA Trust, National Association
North Carolina
$530K
HA
325
Huntleigh Advisors
Missouri
$530K