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First Trust Capital Strength ETF

521 hedge funds and large institutions have $5.07B invested in First Trust Capital Strength ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 165 increasing their positions, 231 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

8% less funds holding in top 10

Funds holding in top 10: 3835 (-3)

29% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 231

Holders
521
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
35
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAWC
151
Boyce & Associates Wealth Consulting
Texas
$3.09M
PPWM
152
Perissos Private Wealth Management
Oklahoma
$3.07M
Fidelity Investments
153
Fidelity Investments
Massachusetts
$2.97M
CCFM
154
Clear Creek Financial Management
Washington
$2.93M
DWP
155
Daymark Wealth Partners
Ohio
$2.92M
IA
156
IFP Advisors
Florida
$2.89M
Carson Wealth (CWM LLC)
157
Carson Wealth (CWM LLC)
Nebraska
$2.88M
DWA
158
Delos Wealth Advisors
Texas
$2.83M
RIS
159
Richmond Investment Services
Wisconsin
$2.79M
SG
160
StoneX Group
New York
$2.7M
GRP
161
Global Retirement Partners
California
$2.68M
CAM
162
Cozad Asset Management
Illinois
$2.68M
1W
163
1776 Wealth
Georgia
$2.68M
CAG
164
Centerpoint Advisory Group
Kansas
$2.66M
CWM
165
Cornerstone Wealth Management
Missouri
$2.65M
BRWA
166
B. Riley Wealth Advisors
Florida
$2.64M
GIA
167
Gladstone Institutional Advisory
Florida
$2.64M
OWA
168
ORBA Wealth Advisors
Illinois
$2.64M
WIA
169
Wetzel Investment Advisors
Indiana
$2.64M
PS
170
Principal Securities
Iowa
$2.63M
JP Morgan Chase
171
JP Morgan Chase
New York
$2.56M
AFP
172
Ausdal Financial Partners
Iowa
$2.54M
IF
173
Intrua Financial
Texas
$2.54M
JIP
174
Jaffetilchin Investment Partners
Florida
$2.45M
AA
175
Advisory Alpha
Michigan
$2.45M