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First Trust Capital Strength ETF

502 hedge funds and large institutions have $5.03B invested in First Trust Capital Strength ETF in 2025 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 148 increasing their positions, 234 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

34% less funds holding in top 10

Funds holding in top 10: 3523 (-12)

37% less repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 234

Holders
502
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$24.8M
2 +$15.7M
3 +$10.3M
4
Osaic Holdings
Osaic Holdings
Arizona
+$8.83M
5
Stifel Financial
Stifel Financial
Missouri
+$6.61M
Name Holding Trade Value Shares
Change
Change in
Stake
DI
76
DAGCO Inc
Ohio
$7.18M
Creative Planning
77
Creative Planning
Kansas
$7.01M
AssetMark Inc
78
AssetMark Inc
California
$6.91M
IWM
79
IMG Wealth Management
Florida
$6.9M
PWA
80
PCG Wealth Advisors
Kansas
$6.87M
GWSG
81
GPS Wealth Strategies Group
Colorado
$6.83M
SI
82
Stephens Inc
Arkansas
$6.8M
P
83
&Partners
Tennessee
$6.66M
IWC
84
Integrated Wealth Concepts
Massachusetts
$6.44M
PFA
85
Plotkin Financial Advisors
Maryland
$6.32M
AW
86
Atlas Wealth
Ohio
$5.91M
MYIA
87
Mount Yale Investment Advisors
Colorado
$5.58M
AAS
88
Ameritas Advisory Services
Nebraska
$5.57M
KCFA
89
Key Client Fiduciary Advisors
New Jersey
$5.54M
PWM
90
Purus Wealth Management
California
$5.52M
SWM
91
Shelton Wealth Management
Texas
$5.5M
SCA
92
Snowden Capital Advisors
New York
$5.48M
BWP
93
Bernardo Wealth Planning
Pennsylvania
$5.47M
WS
94
Wedbush Securities
California
$5.4M
AFG
95
ABLE Financial Group
Arizona
$5.39M
IWM
96
IHT Wealth Management
Illinois
$5.32M
IA
97
Intellus Advisors
Florida
$5.27M
MCM
98
MAI Capital Management
Ohio
$4.96M
GWM
99
Geneos Wealth Management
Colorado
$4.94M
YDMI
100
Y.D. More Investments
Israel
$4.91M