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First Trust Capital Strength ETF

361 hedge funds and large institutions have $4.59B invested in First Trust Capital Strength ETF in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 121 increasing their positions, 165 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more funds holding in top 10

Funds holding in top 10: 4651 (+5)

0.29% less ownership

Funds ownership: 59.51%59.22% (-0.29%)

6% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 33

2% less funds holding

Funds holding: 368361 (-7)

11% less capital invested

Capital invested by funds: $5.17B → $4.59B (-$583M)

16% less call options, than puts

Call options by funds: $32.2M | Put options by funds: $38.1M

27% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 165

Holders
361
Holders Change
-7
Holders Change %
-1.9%
% of All Funds
6.08%
Holding in Top 10
51
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.87%
% of All Funds
0.86%
New
31
Increased
121
Reduced
165
Closed
33
Calls
$32.2M
Puts
$38.1M
Net Calls
-$5.96M
Net Calls Change
-$5.96M
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
101
Dynamic Advisor Solutions
Arizona
$4.44M -$241K -3,277 -5%
CBFP
102
Cedar Brook Financial Partners
Ohio
$4.3M -$907K -12,341 -17%
VAS
103
Vestmark Advisory Solutions
Massachusetts
$4.27M +$1.12M +15,177 +33%
PWM
104
Purus Wealth Management
California
$4.2M -$11.4K -155 -0.3%
US Bancorp
105
US Bancorp
Minnesota
$4.19M +$792K +10,768 +22%
MI
106
Moneywise Inc
Virginia
$4.02M -$220K -2,987 -5%
SFPG
107
Stonebridge Financial Planning Group
Florida
$4.01M +$975K +13,261 +30%
FIA
108
Foundations Investment Advisors
Arizona
$3.88M +$4.04M +54,887 New
IWM
109
IHT Wealth Management
Illinois
$3.68M -$283K -3,843 -7%
MOS
110
MGO One Seven
Ohio
$3.65M -$406K -5,524 -10%
RGF
111
Retirement Guys Formula
Ohio
$3.65M -$168K -2,281 -4%
EFL
112
ERn Financial LLC
Wisconsin
$3.64M +$97.1K +1,321 +3%
Goldman Sachs
113
Goldman Sachs
New York
$3.63M -$624K -8,483 -14%
BWP
114
Bernardo Wealth Planning
Pennsylvania
$3.48M +$139K +1,897 +4%
PPWM
115
Paragon Private Wealth Management
Kentucky
$3.46M
AWM
116
Avior Wealth Management
Nebraska
$3.37M -$57.9K -787 -2%
AAS
117
Ameritas Advisory Services
Nebraska
$3.37M +$585K +7,959 +20%
BFS
118
Bickling Financial Services
Massachusetts
$3.33M -$90.9K -1,236 -3%
CWM
119
Cornerstone Wealth Management
Missouri
$3.26M +$96.2K +1,308 +3%
GIA
120
Gladstone Institutional Advisory
Florida
$3.18M -$408K -5,550 -11%
CWM
121
Collaborative Wealth Management
Florida
$3.15M +$3.31M +44,990 New
EFS
122
Essex Financial Services
Connecticut
$3.11M +$120K +1,637 +4%
TCWM
123
Total Clarity Wealth Management
Illinois
$3.09M -$62.9K -856 -2%
CAM
124
Cozad Asset Management
Illinois
$3.09M +$75.4K +1,025 +2%
FA
125
Fermata Advisors
California
$3.09M +$3.25M +44,154 New