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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
CIA
26
Concurrent Investment Advisors
Florida
$32.5M +$1.9M +20,843 +6%
DADC
27
D.A. Davidson & Co
Montana
$30.8M +$1.4M +15,419 +5%
SWP
28
Stratos Wealth Partners
Ohio
$30.1M -$1.53M -16,865 -5%
IA
29
IFG Advisory
Georgia
$28.8M -$1.18M -12,961 -4%
AAP
30
Arax Advisory Partners
Colorado
$28.7M +$28.2M +309,338 +1,793%
AIC
31
Archer Investment Corporation
Indiana
$27.6M +$993K +10,908 +4%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$26.7M +$15.4M +169,652 +126%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$26.6M +$2.18M +23,991 +9%
GWA
34
Gratus Wealth Advisors
Virginia
$25.2M +$1.06M +11,696 +4%
AWS
35
Atria Wealth Solutions
New York
$24.7M -$1.53M -16,836 -6%
AAS
36
Avantax Advisory Services
Texas
$22.8M -$80.4K -884 -0.3%
BAWM
37
Bennett Associates Wealth Management
Pennsylvania
$22.4M -$1.69M -18,603 -7%
IAA
38
Independent Advisor Alliance
North Carolina
$22M +$22.3M +245,441 +5,064%
Jones Financial Companies
39
Jones Financial Companies
Missouri
$21.7M +$9.9M +108,804 +78%
RIA
40
Regal Investment Advisors
Michigan
$21.6M +$1.33M +14,614 +6%
PFS
41
Prospera Financial Services
Texas
$21M -$3.49M -38,373 -14%
SA
42
Scarborough Advisors
Maryland
$19.5M +$1.22M +13,353 +6%
BEI
43
Benjamin Edwards Inc
Missouri
$18.9M -$73.2K -804 -0.4%
HSA
44
HBK Sorce Advisory
Pennsylvania
$18.4M -$51.5K -566 -0.3%
VAS
45
Vestmark Advisory Solutions
Massachusetts
$18.1M +$152K +1,668 +0.8%
EPIME
46
Evelyn Partners Investment Management (Europe)
$18.1M +$18.8M +206,092 New
HCA
47
Heck Capital Advisors
Wisconsin
$17.7M -$951K -10,455 -5%
EA
48
Ergawealth Advisors
Illinois
$16.9M -$1.06M -11,681 -6%
NA
49
NewEdge Advisors
Louisiana
$15.2M +$4.05M +44,540 +35%
KPWS
50
Kestra Private Wealth Services
Texas
$15.2M -$1.41M -15,541 -8%