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First Trust Capital Strength ETF

511 hedge funds and large institutions have $5.06B invested in First Trust Capital Strength ETF in 2025 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 152 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:

31% less funds holding in top 10

Funds holding in top 10: 3524 (-11)

36% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 237

Holders
511
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
24
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
SWM
301
Spire Wealth Management
Virginia
$604K
FAM
302
Formidable Asset Management
Ohio
$590K
KDA
303
Kraft Davis & Associates
Missouri
$590K
CWA
304
Crux Wealth Advisors
California
$587K
BWA
305
BlueChip Wealth Advisors
Georgia
$583K
IAS
306
Insigneo Advisory Services
Florida
$581K
EIA
307
Eldridge Investment Advisors
New Hampshire
$577K
IPAM
308
Investment Partners Asset Management
New Jersey
$576K
AQR Capital Management
309
AQR Capital Management
Connecticut
$571K
CWP
310
Cyndeo Wealth Partners
Florida
$571K
SWA
311
Stratos Wealth Advisors
Ohio
$566K
ORC
312
O'Rourke & Company
Massachusetts
$562K
HA
313
Huntleigh Advisors
Missouri
$556K
TIAA Trust, National Association
314
TIAA Trust, National Association
North Carolina
$555K
VAMG
315
Voisard Asset Management Group
Michigan
$543K
PFA
316
Pure Financial Advisors
California
$543K
SW
317
Simplicity Wealth
New Jersey
$515K
ACA
318
American Capital Advisory
Idaho
$514K
CIG
319
Cascade Investment Group
Colorado
$505K
TFP
320
Traction Financial Partners
Wyoming
$499K
Mercer Global Advisors
321
Mercer Global Advisors
Colorado
$491K
WWA
322
Wealth Watch Advisors
Colorado
$487K
NPFS
323
Novak & Powell Financial Services
Florida
$483K
YIH
324
Y-Intercept (HK)
Hong Kong
$476K
MSFS
325
Main Street Financial Solutions
Pennsylvania
$471K