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First Trust Capital Strength ETF

357 hedge funds and large institutions have $5.69B invested in First Trust Capital Strength ETF in 2021 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 143 increasing their positions, 95 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 26

58% more funds holding in top 10

Funds holding in top 10: 3149 (+18)

51% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 95

20% more capital invested

Capital invested by funds: $4.74B → $5.69B (+$944M)

16% more funds holding

Funds holding: 307357 (+50)

2.06% more ownership

Funds ownership: 58.25%60.3% (+2.1%)

Holders
357
Holders Change
+50
Holders Change %
+16.29%
% of All Funds
5.49%
Holding in Top 10
49
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+58.06%
% of All Funds
0.75%
New
82
Increased
143
Reduced
95
Closed
26
Calls
$8.98M
Puts
Net Calls
+$8.98M
Net Calls Change
+$8.98M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
326
Rise Advisors
New York
$78.5K +$74.5K +929 New
Jones Financial Companies
327
Jones Financial Companies
Missouri
$76K -$2.41K -30 -3%
PB
328
Pinnacle Bancorp
Nebraska
$59K
GI
329
Gradient Investments
Minnesota
$57K +$39.3K +490 +265%
CWA
330
Clearview Wealth Advisors
Oregon
$49K
DI
331
Disciplined Investments
Oklahoma
$49K
S
332
SignatureFD
Georgia
$48K -$69.8K -870 -61%
FP
333
Financial Perspectives
Minnesota
$43.5K
TAM
334
Tucker Asset Management
Colorado
$42.7K +$1.12K +14 +3%
AIM
335
Axiom Investment Management
New York
$42K
MAM
336
Meeder Asset Management
Ohio
$42K
APW
337
Acima Private Wealth
Virginia
$38K
MCM
338
MV Capital Management
Maryland
$34K
PMFA
339
Plante Moran Financial Advisors
Michigan
$28K
MA
340
MUFG Americas
New York
$28K +$26.6K +331 New
AIM
341
Anchor Investment Management
South Carolina
$25.4K +$24.1K +300 New
SCA
342
Stonebridge Capital Advisors
Minnesota
$23K
COCM
343
Charter Oak Capital Management
New Hampshire
$22K
AWA
344
Amplius Wealth Advisors
Pennsylvania
$21K +$20.6K +257 New
FHC
345
First Heartland Consultants
Missouri
$19K -$733K -9,130 -4%
BFC
346
Bedel Financial Consulting
Indiana
$16K
FHA
347
First Horizon Advisors
Tennessee
$14K
GIA
348
Goodwin Investment Advisory
Georgia
$13K +$12K +150 New
WWMSC
349
Wagner Wealth Management (South Carolina)
South Carolina
$12K -$160 -2 -1%
APC
350
Aspire Private Capital
North Carolina
$12K