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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
AIM
376
Anchor Investment Management
South Carolina
$60K
PB
377
Pinnacle Bancorp
Nebraska
$52K
DI
378
Disciplined Investments
Oklahoma
$43.8K
LIA
379
Luken Investment Analytics
Tennessee
$42.6K +$41.9K +568 New
TAM
380
Tucker Asset Management
Colorado
$41.4K +$1.55K +21 +4%
RBC
381
Romano Brothers & Co
Illinois
$39.6K +$39K +529 New
GI
382
Gradient Investments
Minnesota
$39.3K
KFI
383
Key Financial Inc
Pennsylvania
$37.9K
SC
384
SouthState Corp
Florida
$30.6K
MFT
385
Moisand Fitzgerald Tamayo
Florida
$29K
FP
386
Financial Perspectives
Minnesota
$28.6K -$9.89K -134 -26%
AWM
387
Accel Wealth Management
Iowa
$26.9K
WAM
388
Worth Asset Management
Texas
$22.5K
GIA
389
Goodwin Investment Advisory
Georgia
$18.7K +$18.4K +250 New
RCM
390
Raleigh Capital Management
North Carolina
$16.5K
BCWM
391
Bartlett & Co Wealth Management
Ohio
$15.1K
BC
392
Bartlett & Co
Ohio
$15K
WWMSC
393
Wagner Wealth Management (South Carolina)
South Carolina
$11.3K +$885 +12 +9%
CWP
394
Concord Wealth Partners
Virginia
$11.2K +$11.1K +150 New
APC
395
Aspire Private Capital
North Carolina
$10.3K
CWA
396
Clearview Wealth Advisors
Oregon
$8.88K +$74 +1 +0.9%
OA
397
Operose Advisors
Wisconsin
$8.24K
CFFP
398
Center for Financial Planning
Michigan
$7.64K
SWM
399
Sanctuary Wealth Management
Idaho
$6.82K +$6.71K +91 New
CA
400
Clearstead Advisors
Ohio
$4.72K +$4.65K +63 New