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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
KFI
526
Key Financial Inc
Pennsylvania
$12.4K
CAM
527
Creekmur Asset Management
Illinois
$9.42K -$16.7K -184 -63%
LI
528
LRI Investments
Florida
$8.78K
BLC
529
Brown, Lisle/Cummings
Rhode Island
$8.17K
CJ
530
Caitlin John
Michigan
$6.59K
CWM
531
Cranbrook Wealth Management
Michigan
$6.59K
T
532
Transce3nd
Texas
$6.5K +$6.73K +74 New
NS
533
NBC Securities
Alabama
$5.89K -$6.63M -72,841 -100%
EWA
534
EverSource Wealth Advisors
Alabama
$4.48K +$4.64K +51 New
WTFG
535
Wood Tarver Financial Group
Idaho
$4K +$4.37K +48 New
EAM
536
Eukles Asset Management
Ohio
$2.55K
BCMLT
537
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.39K
CAWM
538
Capital A Wealth Management
Pennsylvania
$1.93K +$2K +22 New
HT
539
Headlands Technologies
Illinois
$88 -$25.3K -278 -100%
SIS
540
Sound Income Strategies
Florida
$1
CAS
541
Coppell Advisory Solutions
Texas
-$6.9M -76,159 Closed
ECA
542
Elevation Capital Advisory
Oregon
-$6.53M -71,929 Closed
GS
543
GTS Securities
New York
-$3.94M -43,373 Closed
BCI
544
Brinker Capital Investments
Pennsylvania
-$2.91M -32,011 Closed
OPS
545
Orion Portfolio Solutions
Nebraska
-$2.91M -32,011 Closed
Renaissance Technologies
546
Renaissance Technologies
New York
-$1.31M -14,400 Closed
AWAG
547
ARS Wealth Advisors Group
Florida
-$1.18M -12,970 Closed
SWM
548
Spire Wealth Management
Virginia
-$872K -9,600 Closed
FTDI
549
First Trust Direct Indexing
Massachusetts
-$870K -9,582 Closed
BIM
550
Bullseye Investment Management
Ohio
-$638K -6,886 Closed