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First Trust Capital Strength ETF

359 hedge funds and large institutions have $4.32B invested in First Trust Capital Strength ETF in 2022 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 146 increasing their positions, 130 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 130

12% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 25

2.75% more ownership

Funds ownership: 59.22%61.97% (+2.8%)

2% more funds holding in top 10

Funds holding in top 10: 5152 (+1)

1% less funds holding

Funds holding: 361359 (-2)

6% less capital invested

Capital invested by funds: $4.59B → $4.32B (-$270M)

30% less call options, than puts

Call options by funds: $11.9M | Put options by funds: $17.1M

Holders
359
Holders Change
-2
Holders Change %
-0.55%
% of All Funds
6.18%
Holding in Top 10
52
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.96%
% of All Funds
0.9%
New
28
Increased
146
Reduced
130
Closed
25
Calls
$11.9M
Puts
$17.1M
Net Calls
-$5.17M
Net Calls Change
+$792K
Name Holding Trade Value Shares
Change
Change in
Stake
DI
326
Disciplined Investments
Oklahoma
$39K
TAM
327
Tucker Asset Management
Colorado
$39K +$6.25K +87 +20%
KFI
328
Key Financial Inc
Pennsylvania
$38K +$30.8K +429 +304%
GI
329
Gradient Investments
Minnesota
$35K
FP
330
Financial Perspectives
Minnesota
$34.2K
MCM
331
MV Capital Management
Maryland
$27K
SC
332
SouthState Corp
Florida
$27K
MFT
333
Moisand Fitzgerald Tamayo
Florida
$26K
AWM
334
Accel Wealth Management
Iowa
$25K
FWA
335
FSC Wealth Advisors
New York
$24K +$72 +1 +0.3%
MA
336
MUFG Americas
New York
$22K
PMFA
337
Plante Moran Financial Advisors
Michigan
$22K
Jones Financial Companies
338
Jones Financial Companies
Missouri
$22K +$6.32K +88 +35%
WAM
339
Worth Asset Management
Texas
$20K
RCM
340
Raleigh Capital Management
North Carolina
$15K -$2.3K -32 -13%
BCWM
341
Bartlett & Co Wealth Management
Ohio
$13.4K
BC
342
Bartlett & Co
Ohio
$13K
WA
343
Win Advisors
Florida
$12K
GM
344
GeoWealth Management
Illinois
$11K +$9.63K +134 +744%
WWMSC
345
Wagner Wealth Management (South Carolina)
South Carolina
$9K -$790 -11 -7%
APC
346
Aspire Private Capital
North Carolina
$9K
FHC
347
First Heartland Consultants
Missouri
$8.27K -$6.63M -92,343 -43%
CWA
348
Clearview Wealth Advisors
Oregon
$8K
OA
349
Operose Advisors
Wisconsin
$7K
PFA
350
Professional Financial Advisors
Nebraska
$7K