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First Trust Capital Strength ETF

518 hedge funds and large institutions have $5.04B invested in First Trust Capital Strength ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 164 increasing their positions, 231 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:

8% less funds holding in top 10

Funds holding in top 10: 3734 (-3)

29% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 231

Holders
518
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
34
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
IWM
101
IHT Wealth Management
Illinois
$5.33M
FIA
102
Foundations Investment Advisors
Arizona
$5.33M
BWP
103
Bernardo Wealth Planning
Pennsylvania
$5.31M
YDMI
104
Y.D. More Investments
Israel
$5.31M
FWP
105
Forefront Wealth Partners
Texas
$5.22M
IA
106
Intellus Advisors
Florida
$5.21M
SWM
107
Shelton Wealth Management
Texas
$5.18M
SPC
108
Sigma Planning Corp
Michigan
$5.08M
KWA
109
Kingswood Wealth Advisors
California
$5.07M
Wealth Enhancement Advisory Services
110
Wealth Enhancement Advisory Services
Minnesota
$5.06M
MCM
111
MAI Capital Management
Ohio
$5.01M
AAS
112
Ameritas Advisory Services
Nebraska
$4.95M
Goldman Sachs
113
Goldman Sachs
New York
$4.86M
GWM
114
Geneos Wealth Management
Colorado
$4.82M
Envestnet Portfolio Solutions
115
Envestnet Portfolio Solutions
Illinois
$4.76M
TWM
116
Tradition Wealth Management
Minnesota
$4.73M
AWM
117
AE Wealth Management
Kansas
$4.67M
AWM
118
Avior Wealth Management
Nebraska
$4.58M
FPWM
119
FSB Premier Wealth Management
Iowa
$4.57M
TCM
120
Triumph Capital Management
Colorado
$4.5M
BC
121
Barrett & Company
Rhode Island
$4.39M
LIG
122
Lokken Investment Group
Delaware
$4.33M
JWCA
123
J.W. Cole Advisors
Florida
$4.31M
ACA
124
Aptus Capital Advisors
Alabama
$4.25M
SWTS
125
Stonehaven Wealth & Tax Solutions
Wisconsin
$4.22M