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First Trust Capital Strength ETF

502 hedge funds and large institutions have $5.03B invested in First Trust Capital Strength ETF in 2025 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 148 increasing their positions, 234 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:

34% less funds holding in top 10

Funds holding in top 10: 3523 (-12)

37% less repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 234

Holders
502
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
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 +$24.8M
2 +$15.7M
3 +$10.3M
4
Osaic Holdings
Osaic Holdings
Arizona
+$8.83M
5
Stifel Financial
Stifel Financial
Missouri
+$6.61M
Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
326
Level Four Advisory Services
Texas
$450K
BW
327
Balance Wealth
Ohio
$449K
SIM
328
Synergy Investment Management
Florida
$446K
TW
329
TritonPoint Wealth
Maryland
$437K
DAS
330
Diversify Advisory Services
Utah
$436K
Jane Street
331
Jane Street
New York
$432K
PWP
332
Principle Wealth Partners
Connecticut
$426K
WDC
333
Woodward Diversified Capital
California
$422K
BFS
334
Bradley Foster & Sargent
Connecticut
$421K
USCWA
335
U.S. Capital Wealth Advisors
Texas
$420K
RFG
336
REAP Financial Group
Texas
$418K
WB
337
WesBanco Bank
West Virginia
$417K
BCA
338
Bay Colony Advisors
Massachusetts
$413K
CWM
339
Collaborative Wealth Management
Florida
$413K
FPW
340
Fairvoy Private Wealth
Alabama
$407K
PSCM
341
Per Stirling Capital Management
Texas
$405K
PGFC
342
Peapack-Gladstone Financial Corp
New Jersey
$400K
LWM
343
Level Wealth Management
North Carolina
$399K
MWM
344
Modern Wealth Management
Kansas
$398K
SWA
345
Strategies Wealth Advisors
Michigan
$394K
PSA
346
Plum Street Advisors
Louisiana
$393K
BTWM
347
Brass Tax Wealth Management
Ohio
$386K
LFG
348
Larson Financial Group
Missouri
$383K
MAS
349
MPWM Advisory Solutions
Georgia
$374K
CWP
350
Core Wealth Partners
California
$372K