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First Trust Capital Strength ETF

512 hedge funds and large institutions have $5.07B invested in First Trust Capital Strength ETF in 2025 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 153 increasing their positions, 237 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:

29% less funds holding in top 10

Funds holding in top 10: 3525 (-10)

35% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 237

Holders
512
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
25
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 +$24.4M
2 +$15.5M
3 +$10.2M
4
Osaic Holdings
Osaic Holdings
Arizona
+$8.73M
5
Stifel Financial
Stifel Financial
Missouri
+$6.51M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
301
Meridian Wealth Management
Kentucky
$605K
SWM
302
Spire Wealth Management
Virginia
$604K
FAM
303
Formidable Asset Management
Ohio
$590K
KDA
304
Kraft Davis & Associates
Missouri
$590K
CWA
305
Crux Wealth Advisors
California
$587K
BWA
306
BlueChip Wealth Advisors
Georgia
$583K
IAS
307
Insigneo Advisory Services
Florida
$581K
EIA
308
Eldridge Investment Advisors
New Hampshire
$577K
IPAM
309
Investment Partners Asset Management
New Jersey
$576K
AQR Capital Management
310
AQR Capital Management
Connecticut
$571K
CWP
311
Cyndeo Wealth Partners
Florida
$571K
SWA
312
Stratos Wealth Advisors
Ohio
$566K
ORC
313
O'Rourke & Company
Massachusetts
$562K
HA
314
Huntleigh Advisors
Missouri
$556K
TIAA Trust, National Association
315
TIAA Trust, National Association
North Carolina
$555K
VAMG
316
Voisard Asset Management Group
Michigan
$543K
PFA
317
Pure Financial Advisors
California
$543K
SW
318
Simplicity Wealth
New Jersey
$515K
ACA
319
American Capital Advisory
Idaho
$514K
CIG
320
Cascade Investment Group
Colorado
$505K
TFP
321
Traction Financial Partners
Wyoming
$499K
Mercer Global Advisors
322
Mercer Global Advisors
Colorado
$491K
WWA
323
Wealth Watch Advisors
Colorado
$487K
NPFS
324
Novak & Powell Financial Services
Florida
$483K
YIH
325
Y-Intercept (HK)
Hong Kong
$476K