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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
VA
51
Valmark Advisers
Ohio
$15.1M +$277K +3,049 +2%
AFG
52
ABLE Financial Group
Arizona
$14.8M -$2.64M -28,972 -15%
Mariner
53
Mariner
Kansas
$14.7M -$1.76M -19,333 -10%
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$14M -$426K -4,686 -3%
OC
55
Oppenheimer & Co
New York
$13.5M +$722K +7,931 +5%
SIG
56
Sargent Investment Group
Maryland
$13.5M -$1.31M -14,399 -9%
WCFA
57
Walkner Condon Financial Advisors
Wisconsin
$13.2M -$482K -5,298 -3%
WWM
58
Western Wealth Management
Colorado
$12.5M -$1.72M -18,870 -12%
TI
59
tru Independence
Oregon
$12.1M +$224K +2,456 +2%
IRC
60
Investors Research Corp
Georgia
$12M +$658K +7,228 +6%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$11.8M +$574K +6,308 +5%
PA
62
PFG Advisors
Arizona
$10.8M +$878K +9,652 +8%
HighTower Advisors
63
HighTower Advisors
Illinois
$10.7M +$1.05M +11,528 +10%
VWS
64
Virtus Wealth Solutions
New Jersey
$10.5M +$10.9M +119,933 New
GSWM
65
Golden State Wealth Management
California
$10.5M +$10.9M +119,660 New
NP
66
Nilsine Partners
Colorado
$10M +$345K +3,791 +3%
GVAG
67
Great Valley Advisor Group
Delaware
$9.85M -$2.73M -30,015 -21%
IWC
68
Integrated Wealth Concepts
Massachusetts
$9.77M -$226K -2,484 -2%
SWIA
69
Solano Wealth Investment Advisors
California
$9.42M +$9.76M +107,277 New
HFP
70
Holistic Financial Partners
Indiana
$9.29M +$327K +3,594 +4%
BNP Paribas Financial Markets
71
BNP Paribas Financial Markets
France
$8.78M +$9.08M +99,825 +54,253%
SPIA
72
Steward Partners Investment Advisory
New York
$8.76M +$173K +1,896 +2%
AWA
73
Arkadios Wealth Advisors
Georgia
$8.67M -$889K -9,765 -9%
EH
74
Equitable Holdings
New York
$8.48M +$654K +7,189 +8%
TCM
75
TD Capital Management
Tennessee
$8.43M -$843K -9,268 -9%