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First Trust Capital Strength ETF

540 hedge funds and large institutions have $4.86B invested in First Trust Capital Strength ETF in 2025 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 158 increasing their positions, 237 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

8% less funds holding in top 10

Funds holding in top 10: 2523 (-2)

33% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 237

Holders
540
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
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
326
Puff Wealth Management
New Jersey
$563K
CWP
327
Cyndeo Wealth Partners
Florida
$557K
PEWA
328
Pacific Excel Wealth Advisors
California
$553K
MCC
329
Money Concepts Capital
Florida
$546K
KFAS
330
Keating Financial Advisory Services
Kansas
$537K
VAMG
331
Voisard Asset Management Group
Michigan
$537K
SWA
332
Stratos Wealth Advisors
Ohio
$536K
SWAG
333
Spectrum Wealth Advisory Group
California
$531K
CCMG
334
Clark Capital Management Group
Pennsylvania
$518K
ACA
335
American Capital Advisory
Idaho
$509K
ORC
336
O'Rourke & Company
Massachusetts
$503K
CIG
337
Cascade Investment Group
Colorado
$499K
FPAS
338
Focus Partners Advisor Solutions
Missouri
$492K
MWA
339
Medallion Wealth Advisors
Connecticut
$484K
SW
340
Simplicity Wealth
New Jersey
$478K
LFAS
341
Level Four Advisory Services
Texas
$470K
NPFS
342
Novak & Powell Financial Services
Florida
$468K
MSFS
343
Main Street Financial Solutions
Pennsylvania
$467K
BW
344
Balance Wealth
Ohio
$464K
GPWA
345
Gaddis Premier Wealth Advisors
Oklahoma
$464K
BCM
346
Brookstone Capital Management
Illinois
$456K
SEI Investments
347
SEI Investments
Pennsylvania
$449K
MCA
348
Millennium Capital Advisors
Arkansas
$447K
AP
349
Advisortrust Partners
North Carolina
$443K
SIM
350
Synergy Investment Management
Florida
$443K