We are live on ! Find out more
FTCS icon

First Trust Capital Strength ETF

357 hedge funds and large institutions have $5.69B invested in First Trust Capital Strength ETF in 2021 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 143 increasing their positions, 95 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 26

58% more funds holding in top 10

Funds holding in top 10: 3149 (+18)

51% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 95

20% more capital invested

Capital invested by funds: $4.74B → $5.69B (+$944M)

16% more funds holding

Funds holding: 307357 (+50)

2.06% more ownership

Funds ownership: 58.25%60.3% (+2.1%)

Holders
357
Holders Change
+50
Holders Change %
+16.29%
% of All Funds
5.49%
Holding in Top 10
49
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+58.06%
% of All Funds
0.75%
New
82
Increased
143
Reduced
95
Closed
26
Calls
$8.98M
Puts
Net Calls
+$8.98M
Net Calls Change
+$8.98M
Name Holding Trade Value Shares
Change
Change in
Stake
FWA
126
FSC Wealth Advisors
New York
$4.01M +$3.81M +47,450 New
BWP
127
Bernardo Wealth Planning
Pennsylvania
$3.97M +$286K +3,559 +8%
CFCI
128
Comprehensive Financial Consultants Institutional
Indiana
$3.8M +$4.01M +49,910 New
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$3.7M +$3.51M +43,775 New
LAS
130
Lloyd Advisory Services
Georgia
$3.67M +$3.47M +43,226 +36,324%
TCWM
131
Total Clarity Wealth Management
Illinois
$3.6M +$119K +1,481 +4%
VCM
132
Virtue Capital Management
Tennessee
$3.57M +$2.5M +31,109 +280%
BCM
133
BlueCrest Capital Management
Jersey
$3.52M +$3.12M +38,831 +1,408%
RJT
134
Raymond James Trust
Florida
$3.49M +$242K +3,017 +8%
C
135
CEDRUS
Colorado
$3.44M +$3.26M +40,650 New
KWM
136
Kaydan Wealth Management
Michigan
$3.42M +$3.25M +40,443 New
IFG
137
Independent Financial Group
California
$3.36M -$618K -7,702 -16%
KWM
138
Kingsview Wealth Management
Oregon
$3.33M +$637K +7,940 +25%
WA
139
Win Advisors
Florida
$3.31M +$3.14M +39,175 New
SFPG
140
Stonebridge Financial Planning Group
Florida
$3.3M +$142K +1,770 +4%
EFS
141
Essex Financial Services
Connecticut
$3.26M +$555K +6,913 +22%
LIG
142
Lokken Investment Group
Delaware
$3.26M +$29.4K +366 +1%
CA
143
Cambridge Advisors
Nebraska
$3.14M +$133K +1,662 +5%
BFA
144
Beacon Financial Advisory
Ohio
$3.08M -$16.6K -207 -0.6%
1W
145
1776 Wealth
Georgia
$3.01M -$557K -6,936 -16%
AI
146
Atria Investments
North Carolina
$2.93M +$40.5K +505 +1%
Mariner
147
Mariner
Kansas
$2.89M +$2.74M +34,190 New
VAS
148
Vestmark Advisory Solutions
Massachusetts
$2.88M +$197K +2,456 +8%
WW
149
Waterfront Wealth
Kansas
$2.83M -$16K -200 -0.6%
WS
150
Wedbush Securities
California
$2.75M +$346K +4,308 +15%