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First Trust Capital Strength ETF

403 hedge funds and large institutions have $5.27B invested in First Trust Capital Strength ETF in 2022 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 155 increasing their positions, 132 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 24

22% more capital invested

Capital invested by funds: $4.32B → $5.27B (+$951M)

17% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 132

12% more funds holding

Funds holding: 359403 (+44)

12% more funds holding in top 10

Funds holding in top 10: 5258 (+6)

0.19% less ownership

Funds ownership: 61.97%61.78% (-0.19%)

2% less call options, than puts

Call options by funds: $10.6M | Put options by funds: $10.8M

Holders
403
Holders Change
+44
Holders Change %
+12.26%
% of All Funds
6.48%
Holding in Top 10
58
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+11.54%
% of All Funds
0.93%
New
74
Increased
155
Reduced
132
Closed
24
Calls
$10.6M
Puts
$10.8M
Net Calls
-$261K
Net Calls Change
+$4.91M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
51
PFG Advisors
Arizona
$14.8M +$131K +1,778 +0.9%
EA
52
Ergawealth Advisors
Illinois
$14.7M +$14.4M +195,662 New
SA
53
Scarborough Advisors
Maryland
$14.3M -$6.42K -87 -0%
SPIA
54
Steward Partners Investment Advisory
New York
$14.2M +$139K +1,889 +1%
FHA
55
First Horizon Advisors
Tennessee
$13.2M +$13M +176,377 New
FWM
56
ForthRight Wealth Management
Georgia
$12.5M -$54.9K -744 -0.4%
SIG
57
Sargent Investment Group
Maryland
$11.7M +$730K +9,894 +7%
B
58
Bensler
Washington
$11.6M +$378K +5,125 +3%
VA
59
Valmark Advisers
Ohio
$10.9M -$1.52M -20,606 -12%
AWA
60
Arkadios Wealth Advisors
Georgia
$10.6M +$1.94M +26,248 +23%
EH
61
Equitable Holdings
New York
$10M +$91.6K +1,241 +0.9%
SWM
62
Shelton Wealth Management
Texas
$9.66M +$93.6K +1,269 +1%
FPWM
63
FSB Premier Wealth Management
Iowa
$9.37M -$164K -2,227 -2%
JP Morgan Chase
64
JP Morgan Chase
New York
$9.13M +$8.11M +109,937 +921%
AFP
65
Ausdal Financial Partners
Iowa
$9.03M +$364K +4,927 +4%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$8.54M +$1.74M +23,639 +26%
SG
67
StoneX Group
New York
$8.47M -$14.8K -201 -0.2%
AWM
68
AE Wealth Management
Kansas
$8.44M -$3.19M -43,286 -28%
IF
69
Integrity Financial
Wyoming
$8.4M -$264K -3,580 -3%
RA
70
RiverTree Advisors
Florida
$8.3M +$34.9K +473 +0.4%
TCM
71
TD Capital Management
Tennessee
$8.25M +$1.05M +14,259 +15%
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$8.16M +$170K +2,308 +2%
LNC
73
Lincoln National Corp
Pennsylvania
$7.98M -$220K -2,980 -3%
WI
74
Wintrust Investments
Illinois
$7.98M +$1.14M +15,424 +17%
WCFA
75
Walkner Condon Financial Advisors
Wisconsin
$7.9M +$103K +1,390 +1%