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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
CFFP
351
Center for Financial Planning
Michigan
$7K +$7.33K +102 New
OPW
352
Oxler Private Wealth
New York
$5.68K
CTC
353
Central Trust Company
Missouri
$5K -$41.1K -572 -88%
BWA
354
BDO Wealth Advisors
Florida
$4K
MOS
355
MGO One Seven
Ohio
$3.54K +$33.2K +462 +0.9%
BTI
356
Blue Trust Inc
Georgia
$3K -$10.1K -141 -77%
EAM
357
Eukles Asset Management
Ohio
$2K
SIC
358
Salem Investment Counselors
North Carolina
$2K
SIS
359
Sound Income Strategies
Florida
$2K
PWP
360
Principle Wealth Partners
Connecticut
$405 +$12.3K +171 +3%
Bank of Montreal
361
Bank of Montreal
Ontario, Canada
$97 +$18K +250 +22%
SOS
362
Silver Oak Securities
Tennessee
-$24.6M -343,345 Closed
CA
363
Crumly & Associates
Illinois
-$1.91M -27,266 Closed
Koshinski Asset Management
364
Koshinski Asset Management
Illinois
-$1.71M -24,417 Closed
MA
365
Mutual Advisors
Nebraska
-$1.36M -19,398 Closed
Renaissance Technologies
366
Renaissance Technologies
New York
-$797K -11,400 Closed
PP
367
Prudential plc
United Kingdom
-$699K -10,000 Closed
MP
368
McDonald Partners
Ohio
-$598K -8,550 Closed
LFG
369
Larson Financial Group
Missouri
-$564K -8,066 Closed
KCIA
370
Kingsbury Capital Investment Advisors
Illinois
-$479K -6,848 Closed
ARC
371
Advisor Resource Council
Texas
-$476K -6,815 Closed
TA
372
TrueWealth Advisors
Alabama
-$412K -5,897 Closed
ODFS
373
O'Donnell Financial Services
California
-$378K -5,410 Closed
MFG
374
Magnus Financial Group
New York
-$324K -4,630 Closed
KBFS
375
Kohmann Bosshard Financial Services
Ohio
-$287K -4,099 Closed