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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
IA
51
IFP Advisors
Florida
$10.6M +$294K +4,089 +1%
AWM
52
AE Wealth Management
Kansas
$10.4M -$254K -3,542 -2%
SIG
53
Sargent Investment Group
Maryland
$10M -$398K -5,543 -4%
B
54
Bensler
Washington
$9.95M +$257K +3,583 +2%
EH
55
Equitable Holdings
New York
$8.82M -$96.5K -1,343 -1%
SWM
56
Shelton Wealth Management
Texas
$8.48M +$24.6K +342 +0.3%
FPWM
57
FSB Premier Wealth Management
Iowa
$8.45M +$656K +9,132 +8%
SI
58
Saxon Interests
Texas
$7.94M -$157K -2,188 -2%
IF
59
Integrity Financial
Wyoming
$7.68M -$373K -5,187 -4%
AFP
60
Ausdal Financial Partners
Iowa
$7.67M +$445K +6,194 +6%
AWA
61
Arkadios Wealth Advisors
Georgia
$7.65M +$700K +9,737 +9%
SG
62
StoneX Group
New York
$7.52M +$153K +2,136 +2%
RA
63
RiverTree Advisors
Florida
$7.32M -$198K -2,761 -2%
ECA
64
Elevated Capital Advisors
Utah
$7.28M +$7.88M +109,654 New
LNC
65
Lincoln National Corp
Pennsylvania
$7.27M +$235K +3,276 +3%
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$7.08M -$499K -6,948 -6%
BAWC
67
Boyce & Associates Wealth Consulting
Texas
$7.01M +$204K +2,834 +3%
PFS
68
Prospera Financial Services
Texas
$6.97M -$391K -5,440 -5%
WCFA
69
Walkner Condon Financial Advisors
Wisconsin
$6.91M +$4.97M +69,186 +199%
TI
70
tru Independence
Oregon
$6.86M +$697K +9,697 +10%
OC
71
Oppenheimer & Co
New York
$6.75M -$80.4K -1,119 -1%
JFA
72
JNBA Financial Advisors
Minnesota
$6.65M -$1.14M -15,895 -14%
MCM
73
MAI Capital Management
Ohio
$6.53M -$7.47K -104 -0.1%
SCA
74
Snowden Capital Advisors
New York
$6.4M +$1.15M +16,070 +20%
TCM
75
TD Capital Management
Tennessee
$6.36M +$227K +3,155 +3%