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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
GWP
76
Gateway Wealth Partners
Wisconsin
$8.43M -$292K -3,205 -3%
FHA
77
First Horizon Advisors
Tennessee
$8.41M -$1.17M -12,811 -12%
KWA
78
Kingswood Wealth Advisors
California
$8.29M +$2.32M +25,454 +37%
AWM
79
AE Wealth Management
Kansas
$8.29M -$2.79M -30,605 -24%
CWM
80
Concentrum Wealth Management
California
$8.24M +$490K +5,389 +6%
RA
81
RiverTree Advisors
Florida
$8.06M -$2.18M -23,974 -21%
AssetMark Inc
82
AssetMark Inc
California
$7.72M -$2.33M -25,628 -23%
MQWP
83
Morey & Quinn Wealth Partners
Nebraska
$7.62M +$7.89M +86,713 New
SEP
84
Southland Equity Partners
Missouri
$7.56M +$86.5K +950 +1%
BHB
85
Bank Hapoalim BM
Israel
$7.46M -$3.64M -40,000 -32%
KAS
86
KPP Advisory Services
Kentucky
$7.26M +$66.3K +729 +0.9%
KWM
87
Kingsview Wealth Management
Oregon
$7.07M -$364K -3,995 -5%
SCA
88
Snowden Capital Advisors
New York
$7.07M +$551K +6,058 +8%
GWSG
89
GPS Wealth Strategies Group
Colorado
$6.84M -$58.5K -643 -0.8%
SG
90
StoneX Group
New York
$6.63M -$1.63M -17,954 -19%
SPC
91
Sigma Planning Corp
Michigan
$6.6M -$1.15M -12,629 -14%
SNWA
92
Siligmueller & Norvid Wealth Advisors
Illinois
$6.47M +$6.71M +73,705 New
Envestnet Portfolio Solutions
93
Envestnet Portfolio Solutions
Illinois
$6.45M -$510K -5,600 -7%
PWA
94
PCG Wealth Advisors
Kansas
$6.41M -$335K -3,683 -5%
SI
95
Stephens Inc
Arkansas
$6.31M -$58.8K -646 -0.9%
PFA
96
Plotkin Financial Advisors
Maryland
$6.26M -$95.4K -1,048 -1%
DI
97
DAGCO Inc
Ohio
$6.19M +$1.93M +21,227 +43%
FPWM
98
FSB Premier Wealth Management
Iowa
$5.87M -$265K -2,914 -4%
IA
99
IFP Advisors
Florida
$5.84M +$309K +3,396 +5%
AAS
100
Ameritas Advisory Services
Nebraska
$5.7M -$4.9M -53,886 -45%