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First Trust Capital Strength ETF

541 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, 159 increasing their positions, 237 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 42

5% more funds holding

Funds holding: 516541 (+25)

0.2% more ownership

Funds ownership: 59.86%60.07% (+0.2%)

4% less capital invested

Capital invested by funds: $5.08B → $4.86B (-$220M)

8% less funds holding in top 10

Funds holding in top 10: 2523 (-2)

33% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 237

Holders
541
Holders Change
+25
Holders Change %
+4.84%
% of All Funds
6.58%
Holding in Top 10
23
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8%
% of All Funds
0.28%
New
74
Increased
159
Reduced
237
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
351
Synergy Investment Management
Florida
$443K +$1.66K +18 +0.4%
TW
352
TritonPoint Wealth
Maryland
$432K
PWP
353
Principle Wealth Partners
Connecticut
$421K +$92 +1 +0%
5NPW
354
55 North Private Wealth
Florida
$418K +$418K +4,523 New
WDC
355
Woodward Diversified Capital
California
$417K
MC
356
Moors & Cabot
Massachusetts
$417K -$30.2K -327 -7%
BFS
357
Bradley Foster & Sargent
Connecticut
$414K -$2.13K -23 -0.5%
WB
358
WesBanco Bank
West Virginia
$412K
BWA
359
BlueChip Wealth Advisors
Georgia
$412K -$164K -1,771 -28%
KFP
360
Kerr Financial Planning
California
$410K +$37.2K +402 +11%
WAL
361
W Advisors LLC
Tennessee
$410K +$410K +4,433 New
CL
362
CLG LLC
California
$404K -$40.9K -442 -9%
CWM
363
Collaborative Wealth Management
Florida
$403K -$5.18K -56 -1%
PSCM
364
Per Stirling Capital Management
Texas
$400K
SAG
365
SageView Advisory Group
California
$397K -$59.7K -646 -13%
MWM
366
Modern Wealth Management
Kansas
$395K +$2.03K +22 +0.5%
HIS
367
Harvest Investment Services
Illinois
$395K +$69.5K +752 +21%
LWM
368
Level Wealth Management
North Carolina
$394K
BWP
369
Balboa Wealth Partners
Arizona
$388K +$22.7K +246 +6%
FPW
370
Fairvoy Private Wealth
Alabama
$382K -$20K -216 -5%
FHC
371
First Horizon Corporation
Tennessee
$382K +$381K +4,126 New
QCM
372
Quantinno Capital Management
New York
$380K +$29.4K +318 +8%
FNBOO
373
First National Bank of Omaha
Nebraska
$376K +$376K +4,064 New
LFG
374
Larson Financial Group
Missouri
$372K -$6.56K -71 -2%
BC
375
BDFS Capital
Delaware
$370K +$370K +3,999 New