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First Trust Capital Strength ETF

502 hedge funds and large institutions have $5.03B invested in First Trust Capital Strength ETF in 2025 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 148 increasing their positions, 234 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

34% less funds holding in top 10

Funds holding in top 10: 3523 (-12)

37% less repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 234

Holders
502
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$24.8M
2 +$15.7M
3 +$10.3M
4
Osaic Holdings
Osaic Holdings
Arizona
+$8.83M
5
Stifel Financial
Stifel Financial
Missouri
+$6.61M
Name Holding Trade Value Shares
Change
Change in
Stake
WW
126
Waterfront Wealth
Kansas
$3.7M
BAS
127
Brueske Advisory Services
Washington
$3.68M
GWANC
128
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.68M
Qube Research & Technologies (QRT)
129
Qube Research & Technologies (QRT)
United Kingdom
$3.68M
IG
130
IFS Group
Pennsylvania
$3.66M
IAIM
131
International Assets Investment Management
Florida
$3.54M
SB
132
Strategic Blueprint
Georgia
$3.49M
EFS
133
Essex Financial Services
Connecticut
$3.44M
Comerica Bank
134
Comerica Bank
Texas
$3.43M
PIA
135
Perennial Investment Advisors
California
$3.42M
AFP
136
Ausdal Financial Partners
Iowa
$3.41M
PPWM
137
Paragon Private Wealth Management
Kentucky
$3.23M
Fidelity Investments
138
Fidelity Investments
Massachusetts
$3.15M
FFS
139
Forge Financial Services
Oklahoma
$3.14M
DWA
140
Delos Wealth Advisors
Texas
$3.14M
CCFM
141
Clear Creek Financial Management
Washington
$3.12M
FIA
142
Foundations Investment Advisors
Arizona
$3.07M
BAWC
143
Boyce & Associates Wealth Consulting
Texas
$3.01M
TWM
144
TCFG Wealth Management
California
$3M
SG
145
StoneX Group
New York
$3M
PPWM
146
Perissos Private Wealth Management
Oklahoma
$2.97M
GIA
147
Gladstone Institutional Advisory
Florida
$2.86M
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
$2.84M
CAG
149
Centerpoint Advisory Group
Kansas
$2.73M
GRP
150
Global Retirement Partners
California
$2.73M