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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
NWMG
401
National Wealth Management Group
Ohio
$323K -$3.64K -40 -1%
BTWM
402
Brass Tax Wealth Management
Ohio
$315K
SWP
403
Sagespring Wealth Partners
Tennessee
$315K +$327K +3,589 New
GPW
404
Gentry Private Wealth
Kansas
$315K -$6.83K -75 -2%
CA
405
Continuum Advisory
Idaho
$309K -$10.4K -114 -3%
FHA
406
Flagship Harbor Advisors
Massachusetts
$304K -$154K -1,697 -33%
Brown Advisory
407
Brown Advisory
Maryland
$300K -$71K -780 -19%
SF
408
SWP Financial
California
$299K
TC
409
TownSquare Capital
Utah
$296K -$52.9K -581 -15%
ECA
410
Elevated Capital Advisors
Utah
$293K -$89K -978 -23%
BWP
411
Balboa Wealth Partners
Arizona
$293K +$84.2K +925 +38%
DE
412
Diversified Enterprises
Delaware
$292K +$1K +11 +0.3%
IA
413
Insight Advisors
Pennsylvania
$289K -$44.7K -491 -13%
TCA
414
Transcend Capital Advisors
New Jersey
$289K -$15.7K -172 -5%
LRPA
415
L. Roy Papp & Associates
Arizona
$286K
WMA
416
Wealth Management Associates
New Jersey
$286K
PRTG
417
Post Resch Tallon Group
New York
$285K +$297K +3,263 New
TKP
418
Tallon Kerry Patrick
$285K +$297K +3,263 New
CCG
419
Cypress Capital Group
Florida
$281K -$673K -7,398 -70%
CCP
420
Clarity Capital Partners
California
$280K +$39.8K +437 +16%
TCPW
421
Twin City Private Wealth
North Carolina
$277K -$10.6K -117 -4%
SCM
422
Saxony Capital Management
Missouri
$275K +$7.74K +85 +3%
SIAS
423
Summit Investment Advisory Services
Minnesota
$273K +$18K +198 +7%
IP
424
Intellectus Partners
California
$272K -$91K -1,000 -24%
AQR Capital Management
425
AQR Capital Management
Connecticut
$258K +$267K +2,935 New