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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
KIM
501
Kestra Investment Management
Texas
$38K +$39.4K +433 New
EPIM
502
Evelyn Partners Investment Management
$35.1K +$36.4K +400 New
FP
503
Financial Perspectives
Minnesota
$33.5K
ADL
504
Asset Dedication LLC
California
$32.3K
FWM
505
FLP Wealth Management
Arkansas
$30.1K +$31.1K +342 New
MFT
506
Moisand Fitzgerald Tamayo
Florida
$28.1K
CB
507
Centennial Bank
Arkansas
$28.1K -$116K -1,280 -80%
MG
508
Mather Group
Illinois
$28K
WT
509
Whittier Trust
California
$27.2K
WWMSC
510
Wagner Wealth Management (South Carolina)
South Carolina
$26.9K +$728 +8 +3%
DCM
511
Davis Capital Management
Florida
$26.4K
HBW
512
Hazlett, Burt & Watson
West Virginia
$26K +$9.65K +106 +55%
SL
513
Salomon & Ludwin
Virginia
$24.2K
S
514
Sachetta
Massachusetts
$22.4K
DRP
515
Decker Retirement Planning
Utah
$21.5K +$22.3K +245 New
IWP
516
IAG Wealth Partners
Wisconsin
$20.6K
FC
517
Family CFO
California
$19.1K +$19.8K +218 New
Bank of Montreal
518
Bank of Montreal
Ontario, Canada
$17.7K
AAG
519
Accordant Advisory Group
Maryland
$17.6K
TIM
520
Tortoise Investment Management
New York
$17.6K
WP
521
WealthShield Partners
North Carolina
$17.6K
Q1WB
522
Quest 10 Wealth Builders
Virginia
$17.6K +$18.2K +200 New
PIS
523
POM Investment Strategies
North Carolina
$16.6K -$546 -6 -3%
BTD
524
BankPlus Trust Department
Mississippi
$15.4K +$15.9K +175 New
SWM
525
Sugarloaf Wealth Management
Georgia
$13.4K +$13.9K +153 New