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First Trust Capital Strength ETF

411 hedge funds and large institutions have $5.2B invested in First Trust Capital Strength ETF in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 142 increasing their positions, 178 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
-9
Holders Change %
-2.14%
% of All Funds
6.55%
Holding in Top 10
44
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-13.73%
% of All Funds
0.7%
New
39
Increased
142
Reduced
178
Closed
46
Calls
$6.21M
Puts
$5.38M
Net Calls
+$826K
Net Calls Change
+$692K
Name Holding Trade Value Shares
Change
Shares
Change %
RBFC
151
Roman Butler Fullerton & Co
Missouri
$3.16M -$201K -2,703 -6%
IWM
152
Iams Wealth Management
Nebraska
$3.12M +$3.12M +42,311 New
Citigroup
153
Citigroup
New York
$3.11M -$377K -5,116 -11%
NEWAS
154
N.E.W. Advisory Services
Wisconsin
$3.1M +$3.1M +42,144 New
SAM
155
Secure Asset Management
Michigan
$3.07M +$1.33K +18 +0%
EFS
156
Essex Financial Services
Connecticut
$3.06M +$71.9K +976 +2%
LIG
157
Lokken Investment Group
Delaware
$3.05M -$60.6K -823 -2%
PAG
158
Private Advisory Group
Washington
$3.04M +$2.3M +31,256 +310%
BC
159
Barrett & Company
Rhode Island
$3.04M +$79.9K +1,085 +3%
Susquehanna International Group
160
Susquehanna International Group
Pennsylvania
$3M +$72.5K +985 +2%
GIA
161
Gladstone Institutional Advisory
Florida
$2.92M +$67.6K +918 +2%
WW
162
Waterfront Wealth
Kansas
$2.91M +$45.9K +629 +2%
KWM
163
Kaydan Wealth Management
Michigan
$2.91M +$101K +1,373 +4%
PP
164
Prudential plc
United Kingdom
$2.83M +$2.83M +38,500 New
OBWG
165
Onyx Bridge Wealth Group
New York
$2.83M -$827K -11,229 -23%
VWA
166
Visionary Wealth Advisors
Illinois
$2.83M -$313K -4,245 -10%
FWM
167
ForthRight Wealth Management
Georgia
$2.82M -$52.7K -716 -2%
PVI
168
Pine Valley Investments
New Jersey
$2.81M +$258K +3,501 +10%
NFG
169
Nations Financial Group
Iowa
$2.79M +$1.11M +15,029 +66%
Comerica Bank
170
Comerica Bank
Texas
$2.79M +$2.79M +37,854 New
IAIM
171
International Assets Investment Management
Florida
$2.77M +$2.77M +37,548 New
BPA
172
Beacon Pointe Advisors
California
$2.71M -$59.6K -810 -2%
PSCM
173
Per Stirling Capital Management
Texas
$2.7M +$13.6K +185 +0.5%
DWM
174
Darwin Wealth Management
Florida
$2.69M -$128K -1,734 -5%
CWM
175
Cornerstone Wealth Management
Missouri
$2.68M -$123K -1,677 -4%