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First Trust Capital Strength ETF

403 hedge funds and large institutions have $5.27B invested in First Trust Capital Strength ETF in 2022 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 155 increasing their positions, 132 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 24

22% more capital invested

Capital invested by funds: $4.32B → $5.27B (+$951M)

17% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 132

12% more funds holding

Funds holding: 359403 (+44)

12% more funds holding in top 10

Funds holding in top 10: 5258 (+6)

0.19% less ownership

Funds ownership: 61.97%61.78% (-0.19%)

2% less call options, than puts

Call options by funds: $10.6M | Put options by funds: $10.8M

Holders
403
Holders Change
+44
Holders Change %
+12.26%
% of All Funds
6.48%
Holding in Top 10
58
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+11.54%
% of All Funds
0.93%
New
74
Increased
155
Reduced
132
Closed
24
Calls
$10.6M
Puts
$10.8M
Net Calls
-$261K
Net Calls Change
+$4.91M
Name Holding Trade Value Shares
Change
Change in
Stake
KCFA
101
Key Client Fiduciary Advisors
New Jersey
$5.66M +$628K +8,509 +13%
Goldman Sachs
102
Goldman Sachs
New York
$5.66M -$1.26M -17,091 -18%
SEP
103
Southland Equity Partners
Missouri
$5.64M -$141K -1,910 -2%
MTWM
104
Masso Torrence Wealth Management
New Jersey
$5.43M -$8.71K -118 -0.2%
JFA
105
JNBA Financial Advisors
Minnesota
$5.33M -$2.15M -29,089 -29%
SB
106
Strategic Blueprint
Georgia
$5.22M +$141K +1,910 +3%
SFPG
107
Stonebridge Financial Planning Group
Florida
$5.16M +$320K +4,331 +7%
LJAC
108
L.J. Altfest & Co
New York
$5.04M -$275K -3,729 -5%
SI
109
Stephens Inc
Arkansas
$5.02M +$74.1K +1,004 +2%
TWM
110
Tradition Wealth Management
Minnesota
$4.86M +$2.14K +29 +0%
US Bancorp
111
US Bancorp
Minnesota
$4.77M -$189K -2,565 -4%
CBFP
112
Cedar Brook Financial Partners
Ohio
$4.66M -$52.3K -709 -1%
DAS
113
Dynamic Advisor Solutions
Arizona
$4.66M -$37.9K -513 -0.8%
IWM
114
IHT Wealth Management
Illinois
$4.62M -$196K -2,650 -4%
PWM
115
Purus Wealth Management
California
$4.51M -$32.5K -440 -0.7%
AAS
116
Ameritas Advisory Services
Nebraska
$4.48M +$533K +7,230 +14%
IAIM
117
International Assets Investment Management
Florida
$4.43M +$4.36M +59,100 New
BAM
118
Belpointe Asset Management
Nevada
$4.4M -$1.13M -15,346 -21%
Thrivent Financial for Lutherans
119
Thrivent Financial for Lutherans
Minnesota
$4.33M +$3.32M +44,986 +351%
MI
120
Moneywise Inc
Virginia
$4.3M +$68.3K +925 +2%
EFL
121
ERn Financial LLC
Wisconsin
$4.17M +$81.6K +1,106 +2%
FIA
122
Foundations Investment Advisors
Arizona
$4.11M -$104K -1,409 -3%
BWP
123
Bernardo Wealth Planning
Pennsylvania
$4.03M +$72.6K +984 +2%
PWS
124
Peterson Wealth Services
Utah
$4.01M +$8.12K +110 +0.2%
OIA
125
OneDigital Investment Advisors
Kansas
$3.97M +$619K +8,386 +19%