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First Trust Capital Strength ETF

538 hedge funds and large institutions have $6.05B invested in First Trust Capital Strength ETF in 2024 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 170 increasing their positions, 207 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 39

27% more funds holding in top 10

Funds holding in top 10: 3038 (+8)

16% more capital invested

Capital invested by funds: $5.2B → $6.05B (+$844M)

8% more funds holding

Funds holding: 499538 (+39)

1.03% less ownership

Funds ownership: 60.77%59.74% (-1%)

18% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 207

97% less call options, than puts

Call options by funds: $10K | Put options by funds: $365K

Holders
538
Holders Change
+39
Holders Change %
+7.82%
% of All Funds
7.09%
Holding in Top 10
38
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+26.67%
% of All Funds
0.5%
New
89
Increased
170
Reduced
207
Closed
39
Calls
$10K
Puts
$365K
Net Calls
-$355K
Net Calls Change
-$355K
Name Holding Trade Value Shares
Change
Change in
Stake
TW
376
TritonPoint Wealth
Maryland
$410K
PWP
377
Prasad Wealth Partners
Ohio
$409K +$423K +4,653 New
WDC
378
Woodward Diversified Capital
California
$400K -$50.3K -553 -11%
FFA
379
Fragasso Financial Advisors
Pennsylvania
$395K +$1.91K +21 +0.5%
WB
380
WesBanco Bank
West Virginia
$391K
BCA
381
Bay Colony Advisors
Massachusetts
$391K +$364 +4 +0.1%
OP
382
ORG Partners
Indiana
$391K +$341K +3,750 +536%
TIAA Trust, National Association
383
TIAA Trust, National Association
North Carolina
$391K +$50.7K +557 +14%
SFA
384
Sequoia Financial Advisors
Ohio
$390K +$2.09K +23 +0.5%
MWM
385
Modern Wealth Management
Kansas
$388K +$403K +4,423 New
WWA
386
Wealth Watch Advisors
Colorado
$387K +$401K +4,411 New
PSCM
387
Per Stirling Capital Management
Texas
$380K -$98.5K -1,082 -20%
FFS
388
Founders Financial Securities
Maryland
$378K +$25.1K +276 +7%
USCWA
389
U.S. Capital Wealth Advisors
Texas
$377K -$57.9K -636 -13%
LWM
390
Level Wealth Management
North Carolina
$374K +$388K +4,263 New
GFG
391
Grantvest Financial Group
New Jersey
$372K +$386K +4,240 New
PSA
392
Plum Street Advisors
Louisiana
$368K
CB
393
Commerce Bank
Missouri
$366K
S
394
SignatureFD
Georgia
$356K
CWP
395
Core Wealth Partners
California
$353K +$24.6K +270 +7%
TSS
396
Two Sigma Securities
New York
$352K +$151K +1,658 +71%
WEG
397
World Equity Group
Illinois
$341K +$353K +3,879 New
CIG
398
Cascade Investment Group
Colorado
$334K -$9.46K -104 -3%
Fisher Asset Management
399
Fisher Asset Management
Washington
$329K +$91.5K +1,005 +37%
Kovitz Investment Group Partners
400
Kovitz Investment Group Partners
Illinois
$325K