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First Trust Capital Strength ETF

403 hedge funds and large institutions have $5.27B invested in First Trust Capital Strength ETF in 2022 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 155 increasing their positions, 132 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 24

22% more capital invested

Capital invested by funds: $4.32B → $5.27B (+$951M)

17% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 132

12% more funds holding

Funds holding: 359403 (+44)

12% more funds holding in top 10

Funds holding in top 10: 5258 (+6)

0.19% less ownership

Funds ownership: 61.97%61.78% (-0.19%)

2% less call options, than puts

Call options by funds: $10.6M | Put options by funds: $10.8M

Holders
403
Holders Change
+44
Holders Change %
+12.26%
% of All Funds
6.48%
Holding in Top 10
58
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+11.54%
% of All Funds
0.93%
New
74
Increased
155
Reduced
132
Closed
24
Calls
$10.6M
Puts
$10.8M
Net Calls
-$261K
Net Calls Change
+$4.91M
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
176
Beacon Financial Advisory
Ohio
$2.17M -$631K -8,556 -23%
IP
177
Ignite Planners
California
$2.13M -$275K -3,722 -12%
ZIMP
178
Zimmermann Investment Management & Planning
Pennsylvania
$2.09M +$2.06M +27,950 New
IWM
179
Iams Wealth Management
Nebraska
$2.09M +$2.05M +27,824 New
CCG
180
Cypress Capital Group
Florida
$2.07M +$125K +1,696 +7%
DWP
181
Daymark Wealth Partners
Ohio
$1.99M +$1.96M +26,526 New
AW
182
Atlas Wealth
Ohio
$1.98M +$1.95M +26,437 New
CFD
183
Creative Financial Designs
Indiana
$1.86M +$31.2K +423 +2%
IGWM
184
ICA Group Wealth Management
Colorado
$1.86M +$749K +10,152 +70%
MSAM
185
Moloney Securities Asset Management
Missouri
$1.82M -$109K -1,474 -6%
Susquehanna International Group
186
Susquehanna International Group
Pennsylvania
$1.81M -$3.8M -51,469 -68%
AWM
187
Apollon Wealth Management
South Carolina
$1.78M +$6.57K +89 +0.4%
AIFAIM
188
American Institute for Advanced Investment Management
Arizona
$1.66M -$69.3K -939 -4%
KWM
189
Kingsview Wealth Management
Oregon
$1.65M +$80.3K +1,088 +5%
JIP
190
Jaffetilchin Investment Partners
Florida
$1.63M +$3.54K +48 +0.2%
DWM
191
Defined Wealth Management
Oregon
$1.59M -$9.08K -123 -0.6%
PTC
192
Private Trust Company
Ohio
$1.55M -$64.9K -879 -4%
CCIA
193
Cherry Creek Investment Advisors
Colorado
$1.52M +$22.1K +300 +2%
FWA
194
Freedom Wealth Alliance
Wisconsin
$1.52M +$1.49M +20,234 New
RA
195
RFG Advisory
Alabama
$1.52M -$203K -2,745 -12%
HA
196
HFG Advisors
Ohio
$1.48M -$61.9K -839 -4%
WCM
197
WealthBridge Capital Management
Ohio
$1.46M +$245K +3,317 +21%
CA
198
CoreCap Advisors
Michigan
$1.45M +$298K +4,040 +26%
MA
199
Mutual Advisors
Nebraska
$1.43M +$1.41M +19,132 New
BCP
200
Blackhawk Capital Partners
Wisconsin
$1.43M -$152K -2,065 -10%