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First Trust Capital Strength ETF

520 hedge funds and large institutions have $5.07B invested in First Trust Capital Strength ETF in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 164 increasing their positions, 230 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

5% less funds holding in top 10

Funds holding in top 10: 3735 (-2)

29% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 230

Holders
520
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
35
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AW
101
Atlas Wealth
Ohio
$5.38M
IWM
102
IHT Wealth Management
Illinois
$5.33M
FIA
103
Foundations Investment Advisors
Arizona
$5.33M
BWP
104
Bernardo Wealth Planning
Pennsylvania
$5.31M
YDMI
105
Y.D. More Investments
Israel
$5.31M
FWP
106
Forefront Wealth Partners
Texas
$5.22M
IA
107
Intellus Advisors
Florida
$5.21M
SWM
108
Shelton Wealth Management
Texas
$5.18M
SPC
109
Sigma Planning Corp
Michigan
$5.08M
KWA
110
Kingswood Wealth Advisors
California
$5.07M
Wealth Enhancement Advisory Services
111
Wealth Enhancement Advisory Services
Minnesota
$5.06M
MCM
112
MAI Capital Management
Ohio
$5.01M
AAS
113
Ameritas Advisory Services
Nebraska
$4.95M
Goldman Sachs
114
Goldman Sachs
New York
$4.86M
GWM
115
Geneos Wealth Management
Colorado
$4.82M
Envestnet Portfolio Solutions
116
Envestnet Portfolio Solutions
Illinois
$4.76M
TWM
117
Tradition Wealth Management
Minnesota
$4.73M
AWM
118
AE Wealth Management
Kansas
$4.67M
AWM
119
Avior Wealth Management
Nebraska
$4.58M
FPWM
120
FSB Premier Wealth Management
Iowa
$4.57M
TCM
121
Triumph Capital Management
Colorado
$4.5M
BC
122
Barrett & Company
Rhode Island
$4.39M
LIG
123
Lokken Investment Group
Delaware
$4.33M
JWCA
124
J.W. Cole Advisors
Florida
$4.31M
ACA
125
Aptus Capital Advisors
Alabama
$4.25M