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First Trust Capital Strength ETF

361 hedge funds and large institutions have $4.59B invested in First Trust Capital Strength ETF in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 121 increasing their positions, 165 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more funds holding in top 10

Funds holding in top 10: 4651 (+5)

0.29% less ownership

Funds ownership: 59.51%59.22% (-0.29%)

6% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 33

2% less funds holding

Funds holding: 368361 (-7)

11% less capital invested

Capital invested by funds: $5.17B → $4.59B (-$583M)

16% less call options, than puts

Call options by funds: $32.2M | Put options by funds: $38.1M

27% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 165

Holders
361
Holders Change
-7
Holders Change %
-1.9%
% of All Funds
6.08%
Holding in Top 10
51
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.87%
% of All Funds
0.86%
New
31
Increased
121
Reduced
165
Closed
33
Calls
$32.2M
Puts
$38.1M
Net Calls
-$5.96M
Net Calls Change
-$5.96M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
201
Creative Planning
Kansas
$897K +$17K +231 +2%
TLFA
202
True Link Financial Advisors
California
$889K
WAP
203
Wealthcare Advisory Partners
Pennsylvania
$889K +$424K +5,762 +83%
PFA
204
Pinnacle Family Advisors
Missouri
$839K +$133K +1,808 +18%
WWM
205
Wolff Wiese Magana
California
$831K -$5.44K -74 -0.6%
DI
206
DFPG Investments
Utah
$826K +$480K +6,527 +121%
BEI
207
Benjamin Edwards Inc
Missouri
$811K -$35K -476 -4%
JCM
208
Jacobi Capital Management
Pennsylvania
$806K +$44.2K +601 +6%
Renaissance Technologies
209
Renaissance Technologies
New York
$797K -$1.12M -15,200 -57%
EWM
210
EPG Wealth Management
Georgia
$788K -$149K -2,024 -15%
EP
211
Eudaimonia Partners
Tennessee
$746K -$70.8K -963 -8%
SWAG
212
Spectrum Wealth Advisory Group
California
$722K -$9.34K -127 -1%
CA
213
Continuum Advisory
Idaho
$718K -$59.1K -804 -7%
PP
214
Prudential plc
United Kingdom
$699K +$735K +10,000 New
William Blair & Company
215
William Blair & Company
Illinois
$694K -$399K -5,421 -35%
Prudential Financial
216
Prudential Financial
New Jersey
$674K -$143K -1,943 -17%
ORC
217
O'Rourke & Company
Massachusetts
$671K -$87K -1,184 -11%
SW
218
Solidarity Wealth
Utah
$661K -$77.9K -1,059 -11%
Mercer Global Advisors
219
Mercer Global Advisors
Colorado
$661K +$10.1K +138 +1%
AWG
220
Altus Wealth Group
Colorado
$658K +$647K +8,796 New
WDC
221
Woodward Diversified Capital
California
$657K -$69.3K -943 -9%
SMC
222
Smith, Moore & Co
Missouri
$649K -$4.71K -64 -0.7%
CCFM
223
Clear Creek Financial Management
Washington
$641K -$9.12K -124 -1%
ACMA
224
Arbor Capital Management (Alaska)
Alaska
$632K +$2.87K +39 +0.4%
CPIG
225
Chicago Partners Investment Group
Illinois
$621K