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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
LPL Financial
1
LPL Financial
California
$558M +$8.14M +110,712 +1%
Morgan Stanley
2
Morgan Stanley
New York
$535M +$19.2M +260,476 +4%
Wells Fargo
3
Wells Fargo
California
$316M +$19.7M +268,150 +6%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$261M -$1.36M -18,468 -0.5%
RJA
5
Raymond James & Associates
Florida
$220M -$10.6M -144,398 -4%
Bank of America
6
Bank of America
North Carolina
$206M -$28.3M -384,364 -12%
UBS Group
7
UBS Group
Switzerland
$144M -$3.79M -51,528 -2%
Osaic Holdings
8
Osaic Holdings
Arizona
$130M -$15.6M -211,701 -10%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$121M +$1.84M +24,998 +1%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$114M +$2.39M +32,569 +2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$109M +$627K +8,524 +0.6%
Ameriprise
12
Ameriprise
Minnesota
$106M +$10.9M +148,778 +11%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$95.3M +$632K +8,598 +0.6%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$92.8M -$8.95M -121,747 -8%
Truist Financial
15
Truist Financial
North Carolina
$75.3M -$2.45M -33,354 -3%
PAG
16
Private Advisor Group
New Jersey
$69.3M -$1.74M -23,698 -2%
KAS
17
Kestra Advisory Services
Texas
$65.9M +$10M +136,457 +17%
KIG
18
Kowal Investment Group
Wisconsin
$60.9M -$1.2M -16,361 -2%
Stifel Financial
19
Stifel Financial
Missouri
$60.2M -$10.1M -137,263 -14%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$48.9M -$5.68M -77,275 -10%
CA
21
Cetera Advisors
Colorado
$36.2M +$2.75M +37,369 +8%
IA
22
IFG Advisory
Georgia
$32M -$641K -8,725 -2%
HI
23
Harbour Investments
Wisconsin
$31.1M +$32.7M +445,167 New
MML Investors Services
24
MML Investors Services
Massachusetts
$31M -$149K -2,021 -0.5%
AWS
25
Atria Wealth Solutions
New York
$29M -$913K -12,425 -3%