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First Trust Capital Strength ETF

357 hedge funds and large institutions have $5.69B invested in First Trust Capital Strength ETF in 2021 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 143 increasing their positions, 95 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 26

58% more funds holding in top 10

Funds holding in top 10: 3149 (+18)

51% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 95

20% more capital invested

Capital invested by funds: $4.74B → $5.69B (+$944M)

16% more funds holding

Funds holding: 307357 (+50)

2.06% more ownership

Funds ownership: 58.25%60.3% (+2.1%)

Holders
357
Holders Change
+50
Holders Change %
+16.29%
% of All Funds
5.49%
Holding in Top 10
49
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+58.06%
% of All Funds
0.75%
New
82
Increased
143
Reduced
95
Closed
26
Calls
$8.98M
Puts
Net Calls
+$8.98M
Net Calls Change
+$8.98M
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$38.1M +$1.23M +15,357 +4%
AFA
27
American Financial Advisors
Georgia
$36.4M +$1.5M +18,639 +5%
CAN
28
Cetera Advisor Networks
California
$29.7M -$4.11M -51,243 -13%
MIAN
29
Mariner Independent Advisor Network
Kansas
$27.8M +$487K +6,074 +2%
RIA
30
Regal Investment Advisors
Michigan
$26.2M +$677K +8,432 +3%
SWP
31
Stratos Wealth Partners
Ohio
$25.8M +$24.5M +304,738 New
AIC
32
Archer Investment Corporation
Indiana
$23.1M +$230K +2,870 +1%
ACA
33
Aptus Capital Advisors
Alabama
$22.1M -$302K -3,761 -1%
PNC
34
Park National Corp
Ohio
$20.9M +$651K +8,107 +3%
DADC
35
D.A. Davidson & Co
Montana
$20.6M +$2.43M +30,309 +14%
PWA
36
PCG Wealth Advisors
Kansas
$20.4M +$19.3M +240,893 New
BFEC
37
Benjamin F. Edwards & Company
Missouri
$20M +$1.95M +24,325 +11%
HSBC Holdings
38
HSBC Holdings
United Kingdom
$19.7M
GVAG
39
Great Valley Advisor Group
Delaware
$17.8M -$188K -2,343 -1%
FWM
40
ForthRight Wealth Management
Georgia
$17.3M +$27.6K +344 +0.2%
KFGK
41
Keystone Financial Group (Kentucky)
Kentucky
$17.2M +$570K +7,109 +4%
SA
42
Scarborough Advisors
Maryland
$17.1M +$16.2M +202,114 New
SMF
43
Sterling Manor Financial
New York
$17M +$8.86M +110,377 +121%
SPIA
44
Steward Partners Investment Advisory
New York
$16.8M +$633K +7,888 +4%
JFA
45
JNBA Financial Advisors
Minnesota
$16.6M -$437K -5,448 -3%
PA
46
PFG Advisors
Arizona
$16.6M +$603K +7,520 +4%
FAIM
47
Financial Advocates Investment Management
Washington
$14.9M +$1.67M +20,820 +13%
AAS
48
Avantax Advisory Services
Texas
$14.4M +$776K +9,669 +6%
IF
49
Intrua Financial
Texas
$14.1M +$945K +11,775 +8%
PIA
50
Perennial Investment Advisors
California
$13.5M -$120K -1,495 -0.9%