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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
WWM
51
Western Wealth Management
Colorado
$13.4M +$12.7M +158,245 New
VA
52
Valmark Advisers
Ohio
$13.1M +$762K +9,497 +7%
SIG
53
Sargent Investment Group
Maryland
$12.9M +$517K +6,437 +4%
Qube Research & Technologies (QRT)
54
Qube Research & Technologies (QRT)
United Kingdom
$12.3M -$8.41M -104,776 -42%
TCM
55
Triumph Capital Management
Colorado
$12M +$695K +8,658 +7%
SPC
56
Sigma Planning Corp
Michigan
$11.7M -$1.56M -19,500 -12%
GSWM
57
Golden State Wealth Management
California
$11.4M +$379K +4,726 +4%
EH
58
Equitable Holdings
New York
$11.3M +$2.51M +31,286 +30%
SWM
59
Shelton Wealth Management
Texas
$10.7M +$10.2M +126,712 New
DWM
60
Darwin Wealth Management
Florida
$10.7M -$2.67M -33,211 -20%
IF
61
Integrity Financial
Wyoming
$10.3M +$9.75M +121,488 New
SG
62
StoneX Group
New York
$10.1M +$9.58M +119,376 New
NA
63
NewEdge Advisors
Louisiana
$9.39M +$8.92M +111,126 New
PFS
64
Prospera Financial Services
Texas
$8.63M +$403K +5,021 +5%
WEPOG
65
Wealth Enhancement & Preservation of GA
Georgia
$8.6M +$170K +2,120 +2%
MCM
66
MAI Capital Management
Ohio
$8.5M -$321K -4,000 -4%
LNC
67
Lincoln National Corp
Pennsylvania
$8.49M +$784K +9,769 +11%
WI
68
Wintrust Investments
Illinois
$8.23M +$105K +1,308 +1%
OC
69
Oppenheimer & Co
New York
$8.2M +$393K +4,892 +5%
RA
70
RiverTree Advisors
Florida
$8.04M -$79.4K -990 -1%
PFA
71
Plotkin Financial Advisors
Maryland
$7.91M -$215K -2,682 -3%
SI
72
Saxon Interests
Texas
$7.66M +$7.48M +93,197 New
GIA
73
Gladstone Institutional Advisory
Florida
$7.62M -$59K -735 -0.8%
BRWA
74
B. Riley Wealth Advisors
Florida
$7.58M +$735K +9,161 +11%
Goldman Sachs
75
Goldman Sachs
New York
$7.55M +$6.29M +78,353 +713%