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First Trust Capital Strength ETF

357 hedge funds and large institutions have $5.69B invested in First Trust Capital Strength ETF in 2021 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 143 increasing their positions, 95 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 26

58% more funds holding in top 10

Funds holding in top 10: 3149 (+18)

51% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 95

20% more capital invested

Capital invested by funds: $4.74B → $5.69B (+$944M)

16% more funds holding

Funds holding: 307357 (+50)

2.06% more ownership

Funds ownership: 58.25%60.3% (+2.1%)

Holders
357
Holders Change
+50
Holders Change %
+16.29%
% of All Funds
5.49%
Holding in Top 10
49
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+58.06%
% of All Funds
0.75%
New
82
Increased
143
Reduced
95
Closed
26
Calls
$8.98M
Puts
Net Calls
+$8.98M
Net Calls Change
+$8.98M
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
101
Dynamic Advisor Solutions
Arizona
$5.42M -$2.63M -32,716 -34%
KCFA
102
Key Client Fiduciary Advisors
New Jersey
$5.38M +$5.11M +63,633 New
MI
103
Moneywise Inc
Virginia
$5.2M -$542K -6,752 -10%
CA
104
Crumly & Associates
Illinois
$5.19M -$2.99M -37,262 -36%
PWM
105
Purus Wealth Management
California
$5.16M +$65.8K +820 +1%
RGF
106
Retirement Guys Formula
Ohio
$5.15M +$4.88M +60,871 New
MOS
107
MGO One Seven
Ohio
$5.13M +$75.8K +945 +2%
PWS
108
Peterson Wealth Services
Utah
$5.07M +$4.82M +60,014 New
NFG
109
Next Financial Group
Texas
$5.03M +$690K +8,601 +17%
MTWM
110
Masso Torrence Wealth Management
New Jersey
$4.96M +$4.71M +58,706 New
IWM
111
IHT Wealth Management
Illinois
$4.85M +$22.8K +284 +0.5%
LWAC
112
Laurel Wealth Advisors (California)
California
$4.65M +$4.41M +54,998 New
SF
113
Synovus Financial
Georgia
$4.58M -$713K -8,880 -14%
BCM
114
Breiter Capital Management
Florida
$4.46M +$4.24M +52,795 New
GWM
115
Geneos Wealth Management
Colorado
$4.42M -$1.12K -14 -0%
EFL
116
ERn Financial LLC
Wisconsin
$4.35M -$186K -2,318 -4%
SWM
117
Spire Wealth Management
Virginia
$4.34M -$94K -1,171 -2%
RBFC
118
Roman Butler Fullerton & Co
Missouri
$4.18M +$329K +4,106 +9%
BFS
119
Bickling Financial Services
Massachusetts
$4.15M +$28.8K +359 +0.7%
OIA
120
OneDigital Investment Advisors
Kansas
$4.12M -$17.8K -222 -0.5%
PPWM
121
Paragon Private Wealth Management
Kentucky
$4.12M +$3.91M +48,676 New
AWM
122
Avior Wealth Management
Nebraska
$4.1M +$617K +7,687 +19%
CWM
123
Collaborative Wealth Management
Florida
$4.09M +$3.88M +48,379 New
CFA
124
Carroll Financial Associates
North Carolina
$4.09M -$87.5K -1,090 -2%
IRC
125
Investors Research Corp
Georgia
$4.08M +$1M +12,496 +35%