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First Trust Capital Strength ETF

420 hedge funds and large institutions have $5.42B invested in First Trust Capital Strength ETF in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 154 increasing their positions, 176 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
+20
Holders Change %
+5%
% of All Funds
6.62%
Holding in Top 10
51
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-13.56%
% of All Funds
0.8%
New
51
Increased
154
Reduced
176
Closed
26
Calls
$11.4M
Puts
$11.3M
Net Calls
+$134K
Net Calls Change
-$3.64M
Name Holding Trade Value Shares
Change
Shares
Change %
QWM
126
Quaker Wealth Management
New Jersey
$4.39M -$6.08K -81 -0.1%
MI
127
Moneywise Inc
Virginia
$4.3M -$182K -2,418 -4%
AWM
128
Avior Wealth Management
Nebraska
$4.27M +$30.7K +409 +0.7%
DAS
129
Dynamic Advisor Solutions
Arizona
$4.27M -$209K -2,780 -5%
SHFP
130
Second Half Financial Partners
Florida
$4.24M +$4.24M +56,428 New
AI
131
Atria Investments
North Carolina
$4.21M +$773K +10,294 +23%
BAM
132
Belpointe Asset Management
Nevada
$4.1M -$304K -4,052 -7%
BBL
133
Beck Bode LLC
Massachusetts
$4M +$117K +1,559 +3%
OBWG
134
Onyx Bridge Wealth Group
New York
$3.73M +$3.03M +40,306 +428%
AAS
135
Ameritas Advisory Services
Nebraska
$3.69M -$3.52M -47,723 -49%
EFL
136
ERn Financial LLC
Wisconsin
$3.64M -$175K -2,335 -5%
M1FG
137
Mach-1 Financial Group
Arkansas
$3.62M +$3.53M +47,081 +4,234%
PPWM
138
Paragon Private Wealth Management
Kentucky
$3.57M +$6.01K +80 +0.2%
Citigroup
139
Citigroup
New York
$3.56M +$547K +7,281 +18%
CAM
140
Cozad Asset Management
Illinois
$3.55M -$171K -2,281 -5%
RJT
141
Raymond James Trust
Florida
$3.55M +$251K +3,343 +8%
Citadel Advisors
142
Citadel Advisors
Florida
$3.54M +$2.22M +29,615 +169%
CFD
143
Creative Financial Designs
Indiana
$3.49M -$103K -1,371 -3%
RBFC
144
Roman Butler Fullerton & Co
Missouri
$3.43M +$32.1K +423 +0.9%
VCM
145
Virtue Capital Management
Tennessee
$3.35M +$8.31K +111 +0.2%
TCM
146
Triumph Capital Management
Colorado
$3.28M -$26.9K -358 -0.8%
KWA
147
Kingswood Wealth Advisors
California
$3.26M +$3.26M +43,408 New
C
148
CEDRUS
Colorado
$3.22M +$148K +1,966 +5%
VWA
149
Visionary Wealth Advisors
Illinois
$3.21M +$816K +10,871 +34%
LIG
150
Lokken Investment Group
Delaware
$3.17M +$64.1K +854 +2%