We are live on ! Find out more
FTCS icon

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
CWM
451
Congress Wealth Management
Massachusetts
$215K +$223K +2,445 New
SWRP
452
Summit Wealth & Retirement Planning
California
$214K -$19.5K -214 -8%
MWM
453
Meridian Wealth Management
Kentucky
$212K
GHA
454
GW Henssler & Associates
Georgia
$211K
MWAM
455
Manhattan West Asset Management
California
$211K
LI
456
LVZ Inc
Michigan
$209K +$4.55K +50 +2%
D.E. Shaw & Co
457
D.E. Shaw & Co
New York
$208K +$216K +2,374 New
CWS
458
Cypress Wealth Services
California
$208K
TSMHT
459
Thurston Springer Miller Herd & Titak
Indiana
$203K +$53.9K +592 +34%
GT
460
Greenleaf Trust
Michigan
$203K
PFGIA
461
Patriot Financial Group Insurance Agency
Massachusetts
$202K -$907K -9,964 -81%
MCM
462
Mendel Capital Management
Arkansas
$202K -$66.4K -730 -24%
MFA
463
Mayflower Financial Advisors
Massachusetts
$201K
FIM
464
FWL Investment Management
Texas
$196K
GM
465
GeoWealth Management
Illinois
$194K -$7.38M -81,045 -97%
BTI
466
Blue Trust Inc
Georgia
$185K +$184K +2,023 +2,594%
TAM
467
Tucker Asset Management
Colorado
$174K +$45.9K +504 +34%
LC
468
Luminist Capital
Michigan
$174K +$180K +1,977 New
RWPA
469
Richard W. Paul & Associates
Michigan
$170K +$91 +1 +0.1%
PWS
470
Peterson Wealth Services
Utah
$142K
CA
471
CoreCap Advisors
Michigan
$137K -$2.64K -29 -2%
T
472
Tidemark
California
$135K +$273 +3 +0.2%
TPCW
473
TD Private Client Wealth
New York
$133K +$85.5K +940 +163%
MIFH
474
Migdal Insurance & Financial Holdings
Israel
$120K -$124K -1,360 -50%
TIM
475
Thompson Investment Management
Wisconsin
$116K +$121K +1,325 New