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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
OPS
351
Orion Portfolio Solutions
Nebraska
$208K +$205K +2,775 New
ZIM
352
Zacks Investment Management
Illinois
$208K -$139K -1,881 -40%
CWS
353
Cypress Wealth Services
California
$207K +$203K +2,757 New
AFG
354
Allegheny Financial Group
Pennsylvania
$202K +$198K +2,690 New
CB
355
Commerce Bank
Missouri
$200K +$197K +2,675 New
AF
356
Allworth Financial
California
$193K -$38.2K -518 -17%
FFA
357
Founders Financial Alliance
North Carolina
$177K +$148 +2 +0.1%
MWM
358
Mascoma Wealth Management
New Hampshire
$167K
CA
359
Crewe Advisors
Utah
$158K
S
360
SignatureFD
Georgia
$149K +$221 +3 +0.2%
CB
361
Centennial Bank
Arkansas
$136K +$134K +1,813 New
RIA
362
Realta Investment Advisors
Delaware
$131K -$55.6K -754 -30%
WT
363
Whittier Trust
California
$116K +$74 +1 +0.1%
AA
364
AlphaMark Advisors
Kentucky
$116K +$114K +1,550 New
YDMI
365
Y.D. More Investments
Israel
$115K +$113K +1,530 New
BTI
366
Blue Trust Inc
Georgia
$112K +$121K +1,642 +4,005%
FCT
367
First Community Trust
Iowa
$101K -$11.7K -158 -10%
JWA
368
JFS Wealth Advisors
Pennsylvania
$82.4K
PA
369
PSI Advisors
Florida
$79.3K -$8.78K -119 -10%
Bank of Montreal
370
Bank of Montreal
Ontario, Canada
$77.9K -$25.8K -350 -25%
HIA
371
Harbor Investment Advisory
Maryland
$75.6K +$6.12K +83 +9%
GWS
372
Glassman Wealth Services
Virginia
$75K
SC
373
Stephens Consulting
Michigan
$66.4K
HNB
374
Huntington National Bank
Ohio
$65.5K
HBW
375
Hazlett, Burt & Watson
West Virginia
$60K