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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
GSIAS
151
Garden State Investment Advisory Services
New Jersey
$3.44M +$1.4M +15,409 New
EFS
152
Essex Financial Services
Connecticut
$3.41M -$65.3K -717 -2%
IWM
153
Iams Wealth Management
Nebraska
$3.38M +$149K +1,636 +4%
FAIM
154
Financial Advocates Investment Management
Washington
$3.37M -$41.6K -457 -1%
JWCA
155
J.W. Cole Advisors
Florida
$3.29M +$38.8K +426 +1%
Carson Wealth (CWM LLC)
156
Carson Wealth (CWM LLC)
Nebraska
$3.25M -$211K -2,324 -6%
BAWC
157
Boyce & Associates Wealth Consulting
Texas
$3.24M -$948K -10,419 -22%
PVI
158
Pine Valley Investments
New Jersey
$3.24M +$41.3K +454 +1%
FFS
159
Forge Financial Services
Oklahoma
$3.23M +$3.27M +35,968 New
CCFM
160
Clear Creek Financial Management
Washington
$3.15M -$22.9K -252 -0.7%
VWA
161
Visionary Wealth Advisors
Illinois
$3.14M +$77.8K +855 +2%
Citadel Advisors
162
Citadel Advisors
Florida
$3.14M -$1.83M -20,081 -36%
PPWM
163
Perissos Private Wealth Management
Oklahoma
$3.09M -$47.9K -526 -1%
Comerica Bank
164
Comerica Bank
Texas
$3.08M -$130K -1,424 -4%
AFP
165
Ausdal Financial Partners
Iowa
$2.98M -$160K -1,759 -5%
DWA
166
Delos Wealth Advisors
Texas
$2.92M +$243K +2,667 +9%
GRP
167
Global Retirement Partners
California
$2.92M +$32.9K +362 +1%
Creative Planning
168
Creative Planning
Kansas
$2.91M -$41.3K -454 -1%
FTUS
169
Flow Traders U.S.
New York
$2.89M +$1.56M +17,178 +109%
CWS
170
Confluence Wealth Services
Pennsylvania
$2.84M +$63.7K +700 +3%
TWM
171
TCFG Wealth Management
California
$2.83M +$10.5K +115 +0.4%
AWA
172
Arete Wealth Advisors
Illinois
$2.79M +$1.64M +18,064 +131%
Bank of New York Mellon
173
Bank of New York Mellon
New York
$2.78M -$3.77M -41,425 -57%
SWTS
174
Stonehaven Wealth & Tax Solutions
Wisconsin
$2.78M +$2.88M +31,651 New
CWM
175
Cornerstone Wealth Management
Missouri
$2.77M -$29K -319 -1%