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
DWP
176
Daymark Wealth Partners
Ohio
$2.7M +$132K +1,449 +5%
IF
177
Intrua Financial
Texas
$2.66M -$687K -7,545 -20%
CAG
178
Centerpoint Advisory Group
Kansas
$2.65M +$2.75M +30,186 New
MIM
179
Marshall Investment Management
Colorado
$2.65M +$2.66M +29,190 New
SF
180
Synovus Financial
Georgia
$2.65M +$22.3K +245 +0.8%
CAM
181
Cozad Asset Management
Illinois
$2.64M -$180K -1,981 -6%
TC
182
Truvestments Capital
Florida
$2.63M +$6.55K +72 +0.2%
1W
183
1776 Wealth
Georgia
$2.6M -$92.4K -1,015 -3%
GWM
184
Geneos Wealth Management
Colorado
$2.6M -$185K -2,028 -6%
Qube Research & Technologies (QRT)
185
Qube Research & Technologies (QRT)
United Kingdom
$2.58M +$2.4M +26,386 +869%
AA
186
Advisory Alpha
Michigan
$2.51M +$2.6M +28,560 New
CA
187
Cambridge Advisors
Nebraska
$2.46M -$41.1K -452 -2%
GIA
188
Gladstone Institutional Advisory
Florida
$2.45M -$164K -1,803 -6%
FA
189
Fermata Advisors
California
$2.32M -$2.07M -22,746 -46%
EF
190
Envision Financial
Wisconsin
$2.32M +$2.4M +26,395 New
SAM
191
Strategy Asset Managers
California
$2.3M -$133K -1,460 -5%
MWS
192
Maxwell Wealth Strategies
California
$2.3M -$28.1K -309 -1%
JIP
193
Jaffetilchin Investment Partners
Florida
$2.29M +$22K +242 +0.9%
MSAM
194
Moloney Securities Asset Management
Missouri
$2.24M -$67.3K -740 -3%
WS
195
Wedbush Securities
California
$2.17M +$408K +4,487 +22%
RA
196
RFG Advisory
Alabama
$2.17M +$124K +1,362 +6%
AWM
197
Apollon Wealth Management
South Carolina
$2.16M -$364 -4 -0%
FWM
198
ForthRight Wealth Management
Georgia
$2.14M -$61.7K -678 -3%
QCIG
199
Quad-Cities Investment Group
Iowa
$2.1M -$50.1K -550 -2%
DC
200
DeDora Capital
California
$2.08M -$138K -1,518 -6%