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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
WIA
101
World Investment Advisors
California
$5.47M +$531K +5,830 +10%
GLA
102
Good Life Advisors
Pennsylvania
$5.44M -$765K -8,408 -12%
IWM
103
IHT Wealth Management
Illinois
$5.43M -$1.22M -13,352 -18%
IWM
104
IMG Wealth Management
Florida
$5.42M +$5.61M +61,680 New
KCFA
105
Key Client Fiduciary Advisors
New Jersey
$5.38M -$17.3K -190 -0.3%
FIA
106
Foundations Investment Advisors
Arizona
$5.37M -$538K -5,914 -9%
P
107
&Partners
Tennessee
$5.35M +$332K +3,646 +6%
PWM
108
Purus Wealth Management
California
$5.24M +$340K +3,741 +7%
SWM
109
Shelton Wealth Management
Texas
$5.22M -$696K -7,645 -11%
CF
110
Claris Financial
Virginia
$5.21M +$5.4M +59,319 New
MCM
111
MAI Capital Management
Ohio
$5.2M +$25.8K +284 +0.5%
BWP
112
Bernardo Wealth Planning
Pennsylvania
$5.17M -$75.7K -832 -1%
OIA
113
OneDigital Investment Advisors
Kansas
$5.06M -$1.03M -11,296 -16%
NFG
114
Nations Financial Group
Iowa
$4.99M +$457K +5,024 +10%
Wealth Enhancement Advisory Services
115
Wealth Enhancement Advisory Services
Minnesota
$4.95M +$396K +4,350 +8%
IA
116
Intellus Advisors
Florida
$4.85M +$5.02M +55,171 New
YDMI
117
Y.D. More Investments
Israel
$4.71M +$372K +4,084 +8%
Susquehanna International Group
118
Susquehanna International Group
Pennsylvania
$4.62M +$1.85M +20,369 +63%
TWM
119
Tradition Wealth Management
Minnesota
$4.57M -$118K -1,300 -2%
IFG
120
Independent Financial Group
California
$4.48M -$194K -2,133 -4%
KWM
121
Kaydan Wealth Management
Michigan
$4.48M +$241K +2,653 +5%
AW
122
Atlas Wealth
Ohio
$4.47M +$599K +6,585 +15%
AWM
123
Avior Wealth Management
Nebraska
$4.46M +$47.3K +520 +1%
Citigroup
124
Citigroup
New York
$4.43M -$931K -10,233 -17%
DFA
125
DHJJ Financial Advisors
Illinois
$4.37M -$607K -6,669 -12%