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First Trust Capital Strength ETF

359 hedge funds and large institutions have $4.32B invested in First Trust Capital Strength ETF in 2022 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 146 increasing their positions, 130 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 130

12% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 25

2.75% more ownership

Funds ownership: 59.22%61.97% (+2.8%)

2% more funds holding in top 10

Funds holding in top 10: 5152 (+1)

1% less funds holding

Funds holding: 361359 (-2)

6% less capital invested

Capital invested by funds: $4.59B → $4.32B (-$270M)

30% less call options, than puts

Call options by funds: $11.9M | Put options by funds: $17.1M

Holders
359
Holders Change
-2
Holders Change %
-0.55%
% of All Funds
6.19%
Holding in Top 10
52
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.96%
% of All Funds
0.9%
New
28
Increased
146
Reduced
130
Closed
25
Calls
$11.9M
Puts
$17.1M
Net Calls
-$5.17M
Net Calls Change
+$792K
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
26
Western Wealth Management
Colorado
$26.7M -$552K -7,684 -2%
PNC
27
Park National Corp
Ohio
$24.1M +$1.05M +14,576 +4%
CAN
28
Cetera Advisor Networks
California
$23M -$1.89M -26,365 -7%
MIAN
29
Mariner Independent Advisor Network
Kansas
$21M +$1.02M +14,180 +5%
DADC
30
D.A. Davidson & Co
Montana
$20.1M +$1.71M +23,765 +9%
ACA
31
Aptus Capital Advisors
Alabama
$18.4M -$153K -2,134 -0.8%
AIC
32
Archer Investment Corporation
Indiana
$18.3M +$157K +2,192 +0.8%
GWANC
33
Guardian Wealth Advisors (North Carolina)
North Carolina
$18.3M -$163K -2,270 -0.8%
KFGK
34
Keystone Financial Group (Kentucky)
Kentucky
$17.4M +$2.86M +39,746 +18%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$16.5M +$17.9M +248,965 New
IF
36
Intrua Financial
Texas
$15.5M +$666K +9,266 +4%
FAIM
37
Financial Advocates Investment Management
Washington
$15.3M +$1.6M +22,301 +11%
BFEC
38
Benjamin F. Edwards & Company
Missouri
$15.1M +$302K +4,208 +2%
RIA
39
Regal Investment Advisors
Michigan
$14.1M -$6.45M -89,751 -30%
GVAG
40
Great Valley Advisor Group
Delaware
$13.7M +$545K +7,585 +4%
SPC
41
Sigma Planning Corp
Michigan
$13.7M +$1.63M +22,619 +12%
NA
42
NewEdge Advisors
Louisiana
$13.4M +$49K +682 +0.3%
PA
43
PFG Advisors
Arizona
$13M +$14M +195,379 New
SA
44
Scarborough Advisors
Maryland
$12.7M -$126K -1,755 -0.9%
AAS
45
Avantax Advisory Services
Texas
$12.6M -$410K -5,712 -3%
PIA
46
Perennial Investment Advisors
California
$12.6M +$377K +5,251 +3%
SPIA
47
Steward Partners Investment Advisory
New York
$12.5M +$614K +8,548 +5%
BHB
48
Bank Hapoalim BM
Israel
$12.3M +$13.3M +185,000 New
FWM
49
ForthRight Wealth Management
Georgia
$11.1M -$761K -10,596 -6%
VA
50
Valmark Advisers
Ohio
$11M +$98.1K +1,365 +0.8%