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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
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$914M -$61.3K -674 -6%
LPL Financial
2
LPL Financial
California
$662M +$15.4M +169,120 +2%
Morgan Stanley
3
Morgan Stanley
New York
$545M -$18.3M -201,327 -3%
Raymond James Financial
4
Raymond James Financial
Florida
$494M +$512M +5,625,364 New
Wells Fargo
5
Wells Fargo
California
$306M -$5.33M -58,523 -2%
Bank of America
6
Bank of America
North Carolina
$151M -$1.68M -18,473 -1%
UBS Group
7
UBS Group
Switzerland
$141M +$507K +5,568 +0.3%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$134M -$1.75M -19,255 -1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$124M +$356K +3,912 +0.3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$115M -$17.1M -187,365 -13%
Osaic Holdings
11
Osaic Holdings
Arizona
$103M -$9.71M -106,695 -8%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$96.7M +$4.74M +52,070 +5%
Ameriprise
13
Ameriprise
Minnesota
$90.1M -$2.59M -28,491 -3%
Stifel Financial
14
Stifel Financial
Missouri
$77.2M -$53.4K -587 -0.1%
PAG
15
Private Advisor Group
New Jersey
$74.3M -$22.6M -248,529 -23%
Truist Financial
16
Truist Financial
North Carolina
$58.3M -$2.89M -31,766 -5%
HI
17
Harbour Investments
Wisconsin
$54.5M -$202K -2,221 -0.4%
PIA
18
Pollock Investment Advisors
Michigan
$48.4M +$50.1M +550,938 New
KAS
19
Kestra Advisory Services
Texas
$44.3M +$7.83M +86,093 +21%
PNC
20
Park National Corp
Ohio
$42.3M +$238K +2,615 +0.5%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$40.2M -$10.4M -114,663 -20%
MML Investors Services
22
MML Investors Services
Massachusetts
$38.5M -$644K -7,078 -2%
SOS
23
Silver Oak Securities
Tennessee
$37.8M +$430K +4,722 +1%
AFA
24
American Financial Advisors
Georgia
$33.6M -$795K -8,741 -2%
Goldman Sachs
25
Goldman Sachs
New York
$32.5M +$19.7M +216,883 +141%