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First Trust Capital Strength ETF

403 hedge funds and large institutions have $5.27B invested in First Trust Capital Strength ETF in 2022 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 155 increasing their positions, 132 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 24

22% more capital invested

Capital invested by funds: $4.32B → $5.27B (+$951M)

17% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 132

12% more funds holding

Funds holding: 359403 (+44)

12% more funds holding in top 10

Funds holding in top 10: 5258 (+6)

0.19% less ownership

Funds ownership: 61.97%61.78% (-0.19%)

2% less call options, than puts

Call options by funds: $10.6M | Put options by funds: $10.8M

Holders
403
Holders Change
+44
Holders Change %
+12.26%
% of All Funds
6.48%
Holding in Top 10
58
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+11.54%
% of All Funds
0.93%
New
74
Increased
155
Reduced
132
Closed
24
Calls
$10.6M
Puts
$10.8M
Net Calls
-$261K
Net Calls Change
+$4.91M
Name Holding Trade Value Shares
Change
Change in
Stake
HA
326
Herold Advisors
New York
$307K +$74 +1 +0%
MFG
327
Merit Financial Group
Georgia
$297K +$20.9K +283 +8%
CHC
328
City Holding Co
West Virginia
$297K +$7.38K +100 +3%
PPG
329
Peak Planning Group
Colorado
$293K +$1.11K +15 +0.4%
TCWA
330
Ten Capital Wealth Advisors
Washington
$283K -$9.08K -123 -3%
IA
331
Insight Advisors
Pennsylvania
$283K
LRPA
332
L. Roy Papp & Associates
Arizona
$282K
Northern Trust
333
Northern Trust
Illinois
$280K +$275K +3,731 New
MC
334
Moors & Cabot
Massachusetts
$279K -$812 -11 -0.3%
CAP
335
Columbia Advisory Partners
Washington
$270K -$9.96K -135 -4%
SS
336
Simplicity Solutions
Minnesota
$259K -$11.1K -151 -4%
AIP
337
Ahrens Investment Partners
Louisiana
$251K -$14.8K -200 -6%
NFP
338
Narus Financial Partners
Utah
$240K
BWM
339
BCS Wealth Management
Tennessee
$233K
SWRP
340
Summit Wealth & Retirement Planning
California
$230K
MFA
341
Mayflower Financial Advisors
Massachusetts
$228K
WMA
342
Wealth Management Associates
New Jersey
$225K +$222K +3,008 New
PCIA
343
Prime Capital Investment Advisors
Kansas
$225K +$222K +3,007 New
FCM
344
Family Capital Management
Michigan
$218K +$215K +2,911 New
CAG
345
Csenge Advisory Group
Florida
$217K +$214K +2,901 New
RJTCONH
346
Raymond James Trust Company of New Hampshire
New Hampshire
$213K -$23.1K -313 -10%
Fifth Third Bancorp
347
Fifth Third Bancorp
Ohio
$210K -$31.9K -433 -13%
TA
348
TrueWealth Advisors
Alabama
$209K +$206K +2,794 New
Fisher Asset Management
349
Fisher Asset Management
Washington
$209K +$206K +2,794 New
CAM
350
Concorde Asset Management
Michigan
$209K -$116K -1,575 -36%