We are live on ! Find out more
FTCS icon

First Trust Capital Strength ETF

538 hedge funds and large institutions have $6.05B invested in First Trust Capital Strength ETF in 2024 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 170 increasing their positions, 207 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 39

27% more funds holding in top 10

Funds holding in top 10: 3038 (+8)

16% more capital invested

Capital invested by funds: $5.2B → $6.05B (+$844M)

8% more funds holding

Funds holding: 499538 (+39)

1.03% less ownership

Funds ownership: 60.77%59.74% (-1%)

18% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 207

97% less call options, than puts

Call options by funds: $10K | Put options by funds: $365K

Holders
538
Holders Change
+39
Holders Change %
+7.82%
% of All Funds
7.09%
Holding in Top 10
38
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+26.67%
% of All Funds
0.5%
New
89
Increased
170
Reduced
207
Closed
39
Calls
$10K
Puts
$365K
Net Calls
-$355K
Net Calls Change
-$355K
Name Holding Trade Value Shares
Change
Change in
Stake
RBFC
126
Roman Butler Fullerton & Co
Missouri
$4.36M -$102K -1,122 -2%
SAM
127
Secure Asset Management
Michigan
$4.31M +$192K +2,107 +4%
PPWM
128
Paragon Private Wealth Management
Kentucky
$4.25M +$21.2K +233 +0.5%
OWA
129
ORBA Wealth Advisors
Illinois
$4.25M -$2.82K -31 -0.1%
BC
130
Barrett & Company
Rhode Island
$4.21M +$122K +1,343 +3%
FTS
131
Fifth Third Securities
Ohio
$4.18M -$953K -10,476 -18%
LIG
132
Lokken Investment Group
Delaware
$4.14M +$133K +1,457 +3%
FSA
133
Financial Services Advisory
Maryland
$4.13M -$40.5K -445 -0.9%
DAS
134
Dynamic Advisor Solutions
Arizona
$4.1M -$114K -1,258 -3%
SEIA
135
Signature Estate & Investment Advisors
California
$4.09M +$4.46K +49 +0.1%
TCM
136
Triumph Capital Management
Colorado
$4.07M -$182 -2 -0%
ACA
137
Aptus Capital Advisors
Alabama
$4.04M +$52.6K +578 +1%
WC
138
Waterloo Capital
Texas
$3.99M -$157K -1,729 -4%
PIA
139
Perennial Investment Advisors
California
$3.99M -$594K -6,526 -13%
OFS
140
OneAscent Financial Services
Alabama
$3.93M +$4.07M +44,742 New
FWP
141
Forefront Wealth Partners
Texas
$3.88M +$4.03M +44,231 New
SH
142
SLT Holdings
Arizona
$3.82M +$3.96M +43,544 New
BAS
143
Brueske Advisory Services
Washington
$3.81M +$3.94M +43,337 New
WIA
144
Wetzel Investment Advisors
Indiana
$3.8M -$94.1K -1,034 -2%
GWANC
145
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.77M -$25.6K -281 -0.7%
PS
146
Principal Securities
Iowa
$3.69M -$274K -3,006 -7%
WW
147
Waterfront Wealth
Kansas
$3.6M +$22.5K +247 +0.6%
SB
148
Strategic Blueprint
Georgia
$3.54M -$42.1K -463 -1%
IAIM
149
International Assets Investment Management
Florida
$3.49M -$281M -3,084,734 -99%
JP Morgan Chase
150
JP Morgan Chase
New York
$3.48M -$38.5K -423 -1%