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First Trust Capital Strength ETF

511 hedge funds and large institutions have $5.06B invested in First Trust Capital Strength ETF in 2025 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 152 increasing their positions, 237 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:

31% less funds holding in top 10

Funds holding in top 10: 3524 (-11)

36% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 237

Holders
511
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
24
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 +$24.4M
2 +$15.5M
3 +$10.2M
4
Osaic Holdings
Osaic Holdings
Arizona
+$8.73M
5
Stifel Financial
Stifel Financial
Missouri
+$6.51M
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
76
Kingsview Wealth Management
Oregon
$7.3M
DI
77
DAGCO Inc
Ohio
$7.18M
Creative Planning
78
Creative Planning
Kansas
$7.01M
AssetMark Inc
79
AssetMark Inc
California
$6.91M
IWM
80
IMG Wealth Management
Florida
$6.9M
PWA
81
PCG Wealth Advisors
Kansas
$6.87M
GWSG
82
GPS Wealth Strategies Group
Colorado
$6.83M
SI
83
Stephens Inc
Arkansas
$6.8M
P
84
&Partners
Tennessee
$6.66M
IWC
85
Integrated Wealth Concepts
Massachusetts
$6.44M
PFA
86
Plotkin Financial Advisors
Maryland
$6.32M
AW
87
Atlas Wealth
Ohio
$5.91M
MYIA
88
Mount Yale Investment Advisors
Colorado
$5.58M
AAS
89
Ameritas Advisory Services
Nebraska
$5.57M
KCFA
90
Key Client Fiduciary Advisors
New Jersey
$5.54M
PWM
91
Purus Wealth Management
California
$5.52M
SWM
92
Shelton Wealth Management
Texas
$5.5M
SCA
93
Snowden Capital Advisors
New York
$5.48M
BWP
94
Bernardo Wealth Planning
Pennsylvania
$5.47M
WS
95
Wedbush Securities
California
$5.4M
AFG
96
ABLE Financial Group
Arizona
$5.39M
IWM
97
IHT Wealth Management
Illinois
$5.32M
IA
98
Intellus Advisors
Florida
$5.27M
MCM
99
MAI Capital Management
Ohio
$4.96M
GWM
100
Geneos Wealth Management
Colorado
$4.94M