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First Trust Capital Strength ETF

403 hedge funds and large institutions have $5.27B invested in First Trust Capital Strength ETF in 2022 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 155 increasing their positions, 132 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 24

22% more capital invested

Capital invested by funds: $4.32B → $5.27B (+$951M)

17% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 132

12% more funds holding

Funds holding: 359403 (+44)

12% more funds holding in top 10

Funds holding in top 10: 5258 (+6)

0.19% less ownership

Funds ownership: 61.97%61.78% (-0.19%)

2% less call options, than puts

Call options by funds: $10.6M | Put options by funds: $10.8M

Holders
403
Holders Change
+44
Holders Change %
+12.26%
% of All Funds
6.48%
Holding in Top 10
58
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+11.54%
% of All Funds
0.93%
New
74
Increased
155
Reduced
132
Closed
24
Calls
$10.6M
Puts
$10.8M
Net Calls
-$261K
Net Calls Change
+$4.91M
Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
126
Paragon Private Wealth Management
Kentucky
$3.94M +$236K +3,203 +6%
JMPWA
127
JP Morgan Private Wealth Advisors
California
$3.93M +$1.28M +17,296 +49%
CAM
128
Cozad Asset Management
Illinois
$3.87M +$537K +7,271 +16%
AWM
129
Avior Wealth Management
Nebraska
$3.74M +$3.84K +52 +0.1%
AI
130
Atria Investments
North Carolina
$3.62M +$1.29M +17,451 +56%
BBL
131
Beck Bode LLC
Massachusetts
$3.58M +$3.52M +47,761 New
WEPOG
132
Wealth Enhancement & Preservation of GA
Georgia
$3.56M +$1.1M +14,904 +46%
MOS
133
MGO One Seven
Ohio
$3.47M -$470K -6,368 -12%
DWM
134
Darwin Wealth Management
Florida
$3.46M -$743K -10,070 -18%
MCC
135
Money Concepts Capital
Florida
$3.43M +$2.75M +37,249 +436%
BFS
136
Bickling Financial Services
Massachusetts
$3.39M -$271K -3,673 -8%
RBFC
137
Roman Butler Fullerton & Co
Missouri
$3.37M +$80K +1,084 +3%
CAS
138
Coppell Advisory Solutions
Texas
$3.36M +$3.31M +44,886 New
CASC
139
Coppell Advisory Solutions Corp
Texas
$3.36M +$3.31M +44,886 New
VCM
140
Virtue Capital Management
Tennessee
$3.29M -$5.31K -72 -0.2%
TCM
141
Triumph Capital Management
Colorado
$3.27M -$290K -3,935 -8%
Bank of New York Mellon
142
Bank of New York Mellon
New York
$3.25M +$1.03M +13,958 +48%
LIG
143
Lokken Investment Group
Delaware
$3.04M -$88K -1,193 -3%
WW
144
Waterfront Wealth
Kansas
$3.04M +$134K +1,820 +5%
PWM
145
Prosperity Wealth Management
California
$3.03M +$2.98M +40,431 New
PSCM
146
Per Stirling Capital Management
Texas
$3.03M +$2.98M +40,407 New
IFG
147
Independent Financial Group
California
$2.98M +$178K +2,419 +6%
Citigroup
148
Citigroup
New York
$2.97M -$247K -3,350 -8%
RJT
149
Raymond James Trust
Florida
$2.94M -$216K -2,921 -7%
SAM
150
Secure Asset Management
Michigan
$2.91M +$2.87M +38,865 New